Secure Act 2.0: Here’s What To Do Differently in 2023

The SECURE Act 2.0 has brought significant changes to retirement planning in 2023 and beyond, especially in IRA and 401(k) plans.

In this episode, Robert Curtiss shares key highlights from the SECURE Act 2.0 and how you can use the new provisions to save in taxes, contribute more effectively to your retirement accounts, and improve your overall retirement picture.

Rob discusses:

  • How’s the SECURE Act 2.0 impacting required minimum distributions (RMDs)
  • When you might be able to accelerate your retirement savings
  • Legislative changes starting in 2024 (which you should start thinking about now)
  • Major changes around 529 plans, catch-up contributions, and Roth conversions
  • And more!

Related: Expanding Investment Opportunities Through Effective Tax Planning with Sam Mille