In late December of 2022, Congress passed a giant omnibus budget bill which included the Secure Act 2.0. The Act includes many retirement plan changes that impact both individuals and employers over the next several years with the goal of improving and incentivizing retirement savings. Watch this webinar to learn more about how it will specifically impact individuals. Key topics include:
  • New Simple and SEP Roth IRA
  • Reduction of Penalty tax on failure to take RMD
  • Higher Catch-up Contributions
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Download this pre-recorded webinar to obtain guidance from our professionals around best practices on how to plan accordingly for these new changes occurring to retirement plans.