What the Secure Act 2.0 Means for Those 50+ or Retired

Have you heard of the Secure Act 2.0?

In this episode, Jeremy Finger, CFP®, goes over the Secure Act 2.0 and focuses on the important changes that affect those over 50 years old and those who are retired.

Jeremy discusses:

  • What the benefits are of the Secure Act 2.0 for retirees
  • The increased maximum for 401(k) catch-up contributions
  • What changes have been made to converting finances in 529 plans to the beneficiary’s Roth IRA
  • The different benefits between itemized deductions and a qualified charitable distribution (QCD)

Related: Helping You Think About the Next Level of Estate Planning with Tripp Wiles