Four Ways The SECURE Act 2.0 Might Impact You

On today’s show, Nathan goes over some of the key changes in the SECURE Act 2.0 that you’ll want to be aware of and discuss how to adjust accordingly. Make sure to talk with your financial advisor about what this means for your financial plan.

 

Here are some ways the Secure Act might impact you in the future:

• RMD age has changed. (1:54)
• Qualified charitable distributions can help. (4:53)
• Special catch-up contributions were added. (9:59)
• Employers can match 401(k) contributions on student loan payments. (10:21)
• 529 plans can transfer into a Roth IRA. (12:46)
• Employers can match a Roth 401(k) contribution. (18:36)

 

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