Purposeful Planning with Aspen Wealth Management
Aspen Wealth Management
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What’s in the SECURE 2.0 Act?, Part 1
• 7 minOn December 29, 2022, the SECURE 2.0 Act was passed into law. It contains lots of changes to retirement savings rules, most of which are beneficial to savers. From individual and employer-sponsored accounts to catch-up contributions, RMDs, and more, this series gives an overview of what’s included and when the various provisions go into effect. Sources: 1. https://www.congress.gov/bill/117th-congress/house-bill/2617/text 2. https://www.thestreet.com/retirement-daily/saving-investing-for-retirement/how-will-secure-2-0-affect-you 3. https://www.kitces.com/blog/secure-act-2-omnibus-2022-hr-2954-rmd-75-529-roth-rollover-increase-qcd-student-loan-match/ If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news." The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was prepared by Crystal Marketing Solutions, LLC, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. Hosted on Acast. See acast.com/privacy for more information.
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