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.