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:

• Copy of Presentation – SECURE Act 2.0: What You Need To Know
• SECURE Act (2019) Overview