SECURE Act 2.0 - New Bill Overview

Update: 2023-01-17

Description

Tyler and Chuck discuss the recently passed SECURE 2.0 Act by congress and some of its benefits for retirement savers. Some key take aways include, Required Minimum Distribution (RMD) age increasing to 73 in 2023 and to 75 in 2033, reduced penalties for failing to take a RMD, increased catch-up contributions to retirement accounts, employer Roth matching contributions, 529 plan conversions to Roth accounts, and more.

Comments

In Channel

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Market Chart Review

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SECURE Act 2.0 - New Bill Overview

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Second Quarter Earnings Recap

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First Half Recap - Inflation Up, Markets Down

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Advantages of Market Volatility

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Geopolitical Events + Fed Rate Hikes = Market Volatility

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Earnings Season Update

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SECURE Act 2.0 - New Bill Overview

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SECURE Act 2.0 - New Bill Overview

LVM Capital Management

SECURE Act 2.0 - New Bill Overview