Secure Act 2.0

14/01/2023 50 min
Secure Act 2.0

Listen "Secure Act 2.0"

Episode Synopsis

Now that it has passed, Sam, Andi, and Luke review some of the key provisions of Secure Act 2.0 including the raising of the RMD age, additional catch-up opportunities, and expanded Roth contributions.  They look at lessons that can be learned from 2022 and how to move forward towards retirement in a stronger position and then dispel some common retirement myths. You can reach Duell Financial Strategies by calling 866-203-7486. Duell Financial StrategiesSee omnystudio.com/listener for privacy information.