New SEP & 401(k) Roth Rules for 2023 

Thanks to SECURE Act 2.0, there are more ways to save in a Roth account, which allows after-tax contributions to reap tax-free rewards during retirement. Specifically, you can now make Roth-type contributions for the employer profit sharing side for both SEP IRAs and Solo 401(k) plans. Plus, catch-up contributions can now be made in Roth, along with employer matches.
On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss SECURE Act 2.0, and the various provisions in the bill that will help more people save in a Roth tax-advantaged retirement account.
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About IRA Financial:
IRA Financial was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions.
IRA Financial is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial does not provide legal services. No attorney-client relationship exists between the Client and IRA Financial Group, its management, salespersons, or IRA Financial’s in-house legal counsel. IRA Financial provides IRA retirement facilitation service and CANNOT provide Client with legal, investment, or financial advice. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice.
IRA Financial is not engaged in rendering legal, accounting or other professional services. If legal advice or other professional assistance is required, the services of a competent professional person should be sought. (From a Declaration of Principles jointly adopted by a Committee of the American Bar Association & a Committee of Publishers and Associations.). The scope of Professional Services does not include the costs of any custodian related services.
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