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