Latest / All Things Retirement
Ep 50: Four Ways the SECURE Act 2.0 Might Impact You
After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. Much like the original version a few years earlier, this piece of legislation made a long list of retirement planning changes, many of which will impact the people we work with in the Philadelphia area.
Here’s some of what we’ll discuss in this episode:
What Anthony has been up to personally and professionally during the podcast break. (0:31)
The age to start taking required minimum distributions (RMDs) is being pushed back again. (5:40)
The option to roll 529 money into a Roth. (9:58)…
The skinny
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