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:
February 9, 2023
