Secure Act 2.0, How Does It Work? with Dr. Jeff Allen


The Secure Act 2.0 is a 1.7 trillion dollar package, some of the features of the plan are very confusing, complex and broad, which is why it is recommended you talk with your advisor.

In this episode, David Vallieres talks with Dr. Jeff Allen, CFP®, to dissect the features of the Secure Act 2.0 on a high level and how it can benefit you.

Dr. Jeff Allen discusses:

  • Potentially significant changes with charitable distributions
  • The larger catch up for retirement contributions
  • Student loan payment matches beginning in 2024
  • And more