Secure Act 2.0
Retirement Planning in 2025 – How the SECURE 2.0 May Benefit Your Retirement Strategy
Retirement rules continue to evolve, and 2025 brings several important updates that could affect how much you save, when you access your funds, and how you manage taxes in retirement. Recent changes under the SECURE 2.0 Act have increased contribution limits, introduced new catch-up opportunities for older savers, and pushed back the age for required minimum distributions (RMDs).
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New Features Available in 2024 for 529’s and Roth IRA Rollovers
The new feature of the Secure Act 2.0 legislation allowing 529 plan account beneficiaries to roll over funds into their Roth IRA is now...
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529 TO ROTH IRA ROLLOVER – A NEW FEATURE IN 2024
Investing in a 529 There were many changes to investing laws in the omnibus spending bill passed on December 29, 2022, that included the...
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HOW THE SECURE 2.0 ACT CAN AFFECT YOUR ROTH CONTRIBUTIONS
The SECURE ACT 2.0 and the ROTH IRA As I write this article, one quote from my kid’s favorite Christmas movie comes to mind, “keep the...
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