113. SECURE Act 2.0 Part Two: 529 Plans and Roth Changes

Published: Jan. 20, 2023, 6 a.m.

Are you wondering how SECURE Act 2.0 could affect you in retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner here: https://bit.ly/3bDqHU

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SECURE Act 2.0 is changing the retirement landscape \u2013 again. This 300-page bill includes more than 90 retirement provisions. Many change the rules around Roth accounts. Here\u2019s what you need to know!

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Loren Merkle, CERTIFIED FINANCIAL PLANNER\u2122, RETIREMENT INCOME CERTIFIED PROFESSIONAL\xae, CERTIFIED FINANCIAL FIDUCIARY\xae

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Molly Nelson, Host of Retiring Today

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Richelle Smith, Producer of Retiring Today