Ep 12: The Secure Act 2.0

Liz Whitteberry |

Now that Congress just passed the Secure Act 2.0, we wanted to talk about what changes you can expect. Some of these provisions start now while others won’t be implemented for years. Either way, it is good to understand what is happening and keep these changes in mind for the future.

What is the Secure Act 2.0? (2:02)
How RMDs have changed under this new tax law. (6:39)
Here are some caveats you should be aware of. (17:18)