facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

WEBINAR ON DEMAND: The SECURE Act 2.0, January 2025

Financial Planning Retirement

January 30, 2025


In this webinar you will learn the key takeaways of the SECURE Act 2.0, the new legislation that aims to strengthen the retirement system and improve Americans' financial readiness for retirement.

Areas of discussion included:

  • The age to start taking required minimum distributions (RMDs) is increasing

  • New rules for beneficiaries and surviving spouses

  • The penalty for failing to take an RMD is changing

  • Changes to Qualified Charitable Distributions

  • 529 accounts have more flexibility

  • Catch-up contributions for those still working are increasing

Keen Wealth Advisors is now on YouTube! Subscribe to our channel for more retirement planning insights and updates. Click here to subscribe.