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Listen "The SECURE Act 2.0: The Law of the Land | 1/3/2023"
Episode Synopsis
Back in April of 2022, I wrote about the successor to the Setting Every Community Up for Retirement Enhancement (SECURE) Act which was passed in 2019. A package of legislation which has been dubbed the SECURE Act 2.0. As I write this at the end of 2022, the act has been passed by Congress and brings some changes both expected and unexpected. Today, let’s take a look at some of the unexpected highlights from the new law of the land.April Blog Post: https://www.provisioretirement.com/blog/secure-act-2-0SECURE Act 2.0 Summary: https://www.fidelity.com/learning-center/personal-finance/secure-act-2529 Blog Post: https://www.provisioretirement.com/blog/changes-to-529-plansSA 2.0 Deep Dive: https://www.kitces.com/blog/secure-act-2-omnibus-2022-hr-2954-rmd-75-529-roth-rollover-increase-qcd-student-loan-match/#:~:text=Creation%20Of%20SIMPLE%20Roth%20IRAs%20And%20SEP%20Roth%20IRAs&text=More%20specifically%2C%20Sec.%20601%20of,only%20include%20pre%2Dtax%20funds.
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