Ep 167: SECURE Act 2.0 – Retirement Changes to Know (Part 2)

Phil's Tax Hacks · Jan 19, 2023 · 20m

In the first part of the series, Phil highlighted the age changes for required minimum distributions along with some Roth changes that were included. This episode will focus on an assortment of additional planning changes that you need to be aware of. Some of them are already active and a few will kick in over the next year or two.

Here’s some of what you’ll learn on this episode:

Catch-up contributions getting an inflation adjustment. (0:50)

The Starter 401(k) (4:44)

The ability to get a company match if you’re making student loan payments. (5:48)

Changes to qualified charitable…