What the SECURE 2.0 Act Means for Retirement Planning

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What the SECURE 2.0 Act Means for Retirement Planning

February 14, 2023 @ 12:00 pm - 1:00 pm EST

Virtual Event Virtual Event

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.

Details

Date:
February 14, 2023
Time:
12:00 pm - 1:00 pm EST
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Advice Chaser

What the SECURE 2.0 Act Means for Retirement Planning

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