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SECURE Act 2.0: Later RMDs, 529-to-Roth Rollovers, and Other Tax Planning Opportunities

Jan 18, 2023

Video Description:

Congress recently passed #SECURE Act 2.0, which will bring several changes to retirement account rules. @Tom with @InternationalFinancial and @erinkennedy break down the big takeaways, including:

  • RMD Age Increase
  • RMD Penalties
  • 401(k) Changes
  • 529 Plans
  • Distribution Exceptions

Keep in mind, when you delay those Required Minimum Distributions, it will lead to larger account balances at death, which could create a significant tax burden for your beneficiaries, which is why proactive tax planning is so important.

If you'd like to talk through these changes and how they affect your #retirement plan, please reach out to Tom for a complimentary consultation by calling 973-394-0623 or by visiting

#RMDs #QCDs #TaxPlanning #WealthManagement #Taxes #Roth

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