Have you heard of the Secure Act 2.0?
In this episode, Jeremy Finger, CFP®, goes over the Secure Act 2.0 and focuses on the important changes that affect those over 50 years old and those who are retired.
Jeremy discusses:
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What the benefits are of the Secure Act 2.0 for retirees
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The increased maximum for 401(k) catch-up contributions
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What changes have been made to converting finances in 529 plans to the beneficiary’s Roth IRA
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The different benefits between itemized deductions and a qualified charitable distribution (QCD)
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And more
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