Four Ways SECURE Act 2.0 Might Impact Your Retirement

<p class="Body"><span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-fareast-font-family: Arial;"> Secure Act 2.0 is the most recent amendment to the Secure Act of 2019, and it promises to have a major impact on retirement planning. This new legislation contains a long list of provisions and changes, but we've identified a short list that will impact many people preparing for retirement.<span style= "mso-spacerun: yes;"> </span> In this episode, we'll take you through those four changes and explain how they might affect your financial future.</span></p> <p class="Body"> </p> <p class="Body" style="margin-bottom: 0in;"><strong><span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> Here are a few of the things we discuss in this episode:</span></strong></p> <ul> <li class="Body"><strong><span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> 1:15</span></strong> <span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> – RMD age pushed back again to 73 and eventually 75.</span></li> <li class="Body"><strong><span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> 3:09</span></strong> <span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> – Special catch-up contribution</span></li> <li class="Body"><strong><span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> 4:31</span></strong> <span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> – Opportunity to move money from a 529 to a Roth</span></li> <li class="Body"><strong><span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> 6:27</span></strong