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WEBINAR REPLAY: The SECURE Act 2.0, January 2024

January 23, 2024

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