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What the SECURE 2.0 Act Means for Retirement Planning
February 14, 2023 @ 12:00 pm - 1:00 pm EST
A new law, called the Security 2.0 Act, is bringing changes for defined-contribution retirement plans. Upcoming changes include a higher age for required minimum distributions, a lower penalty for failing to take them, and increased catch-up contributions. This webinar addresses how this new law will affect your planning around traditional vs. Roth accounts, tax deductions, rolling over accounts, and more. Jeff Costa, a Certified Financial Planning practitioner who specializes in crafting holistic plans for individuals, is presenting. Anyone interested in keeping their retirement planning up to date can benefit from this event.