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SECURE Act 2.0 - RMD Changes to Know

retirement

financial

logan sadler

roth ira

ira

401k

ruggieri financial

california

hemet

riverside

san bernardino

the financial beat

insurance

taxes

social security

pensions

Автор: The Financial Beat

Загружено: 2023-01-26

Просмотров: 123

Описание: The SECURE Act 2.0 was passed at the end of 2022 and there are some RMD changes you need to know about.

If you always thought your RMD age was 72 after the SECURE Act, you're going to want to get this update on the SECURE Act 2.0. Plus, we'll a few other important retirement planning changes that you might need to account for.

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/3GPArKB

0:00 - Intro
0:47 - When did SECURE Act 2.0 pass?
1:24 - RMD age pushed back again
3:10 - 529 to Roth IRA will be an option
4:28 - Company-sponsored plan changes
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SECURE Act 2.0 - RMD Changes to Know

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