The SECURE Act 2.0 contains dozens of changes that will impact our retirement planning. Here are 4 major changes from the SECURE Act 2.0.
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Timestamps
0:00 - SECURE Act 2.0
0:45 - RMD age changes… again
2:26 - Roth IRA transfers from 529 plans
4:00 - Catch-up contribution changes
5:36 - Changes for Roth accounts
6:37 - Other changes of note
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--- About Patrick King CFP® ---
Patrick King is a fee-only financial advisor in Atlanta and the Founder of Prana Wealth. Over his career, Patrick has helped CEOs, all-star athletes, Grammy-winning artists, and many others build their wealth, retire sooner, and create a legacy. Patrick enjoys yoga, mountain biking, golf, travel photography, and Clemson football.
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5 янв 2023
