WEBINAR: SECURE Act 2.0: What You Need to Know

President Biden signed the SECURE Act 2.0 into law on December 29, 2022. This legislation will bring notable changes to qualified retirement plans.

Join Cassaday & Co.’s Tax Planning Specialist Karolyn Banks, as she discusses the key changes you can expect from this provision of the SECURE Act, including:

  • Increased Required Beginning Date (RBD)
  • Decreased Excise Tax on Missed RMDs
  • 529 to Roth Rollover
  • Increased Catch-Up Contributions
  • Retirement Planning Opportunities
  • Other Miscellaneous Changes

Click here to register and watch this on-demand webinar.

For resources related to this webinar, see below:


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