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WEBINAR REPLAY: Secure Act 2.0 - What You Need to Know and Do

WEBINAR REPLAY: Secure Act 2.0 - What You Need to Know and Do

March 03, 2023

The SECURE Act 2.0 took effect for the 2023 tax year and includes many financial planning changes. The real question is, “how will this impact me and what do I need to do?"

Watch WEBINAR REPLAY: Secure Act 2.0 - What You Need to Know and Do as my special guest, Chris Cannon of RetireRight Financial Planning and I, address four important changes that this new law impacts:

  • RMD planning
  • 401k contributions and matching
  • Roth IRA planning
  • Unused 529 balances - a new provision

NOTE: Towards the end of the webinar, a helpful helpful checklist is referenced. If you would like to walk through that exercise, please send an email to Tracey@HenryWealth.com to request that document.