WEBINAR: SECURE Act 2.0: What You Need to Know
February 9, 2023
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.
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