Ep 40: Four Ways The SECURE Act 2.0 Might Impact You

Retirement Coach's Corner

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1+ y ago 16:21

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After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. You may or may not have seen the news, but it’s important to be aware of the changes enacted by the new legislation.

The list of provisions in SECURE Act 2.0 is lengthy and it would take much more than one podcast to sort through them, but we took the time to find a handful of the ones that are most likely to impact you. Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you.

Here are some of the things we’ll discuss in this episode:

· The RMD age is being pushed back again. (1:00)

· The special catch-up contribution provision. (4:41)

· You can now move money from a 529 to a Roth IRA. (6:47)

· Changes in the way a company can match as it relates to student loans. (9:43)

Get additional financial resources here: https://mercurioadvisors.com/podcasts/

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