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Listen "Episode 34: The Secure Act 2.0"
Episode Synopsis
Required Minimum Distribution changes to age 73 and will move to age 75 in 2033. The Required Minimum Distribution penalty of 50% decreased to 25% and possibly down to 10%. Catch-Up contributions have increased and will increase even further for those 60-63 in 2024. 529's that have remaining balances can now be rolled to a Roth IRA for the beneficiary. There is still clarification on some things coming down the pike.
More episodes of the podcast Retirement DNA
Episode 40: A Conversation about Tax
21/01/2025
Episode 31: The Power of Zero
07/10/2022
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