Listen "Secure Act 2.0"
Episode Synopsis
The Secure Act 2.0 is now law and Amy will break down this new legislation with its many provisions and offer a brief history of the Secure Act passed in 2019. She will discuss the differences surrounding Required Minimum Distributions and the new age requirements. Secure Act 2.0 also contains changes in Roth accounts and inheritances, SEP-IRAs, and SIMPLE IRAs. In addition, Amy will talk about a few other significant changes, one in particular that will result in small businesses being incentivized to offer a 401(k).If you have questions about anything related to your financial future, reach out to Amy Walls and the team at Thimbleberry Financial https://thimbleberryfinancial.com/ Or give them a call at 503-610-6510
To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.
To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.
More episodes of the podcast ThimbleberryU
Choosing Between Tech Companies
22/12/2025
Why It Feels Like Everyone Has More Money
24/11/2025
RSUs in 2025 Explained
10/11/2025
T-Bill Myths on Social Media
27/10/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.