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While we were celebrating the holidays, Congress was busy at working passing a massive 1.7 Trillion Dollar Omnibus bill. Part of this bill included language for The Secure Act 2.0--- even more provisions that can impact Americans who are planning for their retirement years.

In this episode we briefly highlight several areas which include:

New rules for required minimum distributions
Additional areas for consideration in ROTH IRAs & 529 Accounts
Changes to employer matching & catch-up provisions inside employer sponsored plans

One of the realities of financial planning is that rules and regulations can always be subject to change. This is why planning is a process---not an event.

Thanks for checking out our podcast!

We make every effort to discuss topics that we believe are relevant for the families that we serve. If you have any topics that you'd like us to cover, you can email us at:
themoneyhuddle@vcplanning.com

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