Secure Act 2.0 | How Newly Passed Legislation is Impacting Retirement Plans
Автор: Arizona Medical Association
Загружено: 2023-12-08
Просмотров: 1179
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Recently passed legislation has large implications for retirement plans and, if you're prepared, if could benefit you.
With more than 90 provisions, the Secure Act 2.0 has transformed retirement plans in the U.S. Many of these provisions have already been implemented, with dozens more scheduled to take effect in the coming years. Whether you're a small business owner or an individual saving for your golden years, you can take advantage of federal changes and boost your retirement plan.
Tune into this webinar brought to by ArMA and presented by WestPac Wealth Partners in collaboration with John Hancock Retirement Services.
0:00 - Intro
2:43 - Agenda
5:18 - Intro to Secure Act 2.0
9:16 - Start Up Credit for Small Businesses
11:27 - Additional Credit
13:59 - RMD Changes
15:56 - Roth Match
17:52 - SIMPLE and SEP Roth
19:18 - Hardship Certification
21:53 - Qualified Disaster Distribution (federally declared)
23:05 - Roth Catch Up
26:57 - IRA Catch Ups
29:01 - Emergency Expense Withdrawal
30:35 - Employer Created Emergency Savings Accounts
32:01 - Student Loan Match
34:22 - Required Automatic Enrollment
39:03 - Saver's Match Replaces Saver's Credit
42:15 - Q&A
49:43 - Outro
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