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The New Retirement Rules: SECURE Act 2.0

The SECURE Act 2.0 rules impact 401(k) plans, IRAs, 529s, RMDs and more. Attend this complimentary workshop and you will learn: - Why your 401(k) plans will look different in the future. - New age requirements for taking distributions from your retirement accounts. - “The Death of the Stretch IRA” and what it means for your family. - How 529 plan funds can jumpstart retirement savings. - One way young professionals can save for retirement and pay student loan debt. - The importance of planning and managing your taxes. - How small businesses can benefit from starting a retirement plan.

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