Four Ways The SECURE Act 2.0 Might Impact You

What’s the latest happening in Congress? In 2019, the first Secure Act was passed. At the very end of 2022, Congress passed the Secure Act 2.0, which rolled out a new set of financial changes.
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Confidence Corner

What’s the latest happening in Congress? In 2019, the first Secure Act was passed. At the very end of 2022, Congress passed the Secure Act 2.0, which rolled out a new set of financial changes.

On today’s show, Nathan goes over some of the key changes you’ll want to be aware of and 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

 

A Point Of Wisdom:

 

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YOUR HOST

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

Facebook Linkedin Twitter Youtube

YOUR HOST

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

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This content is provided for informational purposes only. It is not intended to provide tax or legal advice. O’Bryant & Associates, Inc., is a registered investment advisory firm in Tennessee.

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