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SECURE ACT 2.0

52m · For Your Benefit · 31 Jul 17:28

July 31, 2023onForYourBenefit, host Bob Leins, CPA® welcomes David De Jong, Principal, and Sarah Broder, Senior Associate, Stein Sperling Bennett De Jong Driscoll PC. The program will review SECURE 2.0 which changed the landscape of retirement plans upon enactment seven months ago.Among the topics to be discussed are: Multiple changes to “over 50” elective deferrals to employer plans Emergency withdrawals permitted from an employer plan or IRA and new emergency savings plans The change in the required beginning date from age 72 to 73 The slashing of the minimum distribution penalty and the elimination of the penalty for excess contributions to an IRA For questions or comments, email us in advance [email protected] Copyright ©2023 Federal News Network. All rights reserved. This website is not intended for users located within the European Economic Area.

The episode SECURE ACT 2.0 from the podcast For Your Benefit has a duration of 52:25. It was first published 31 Jul 17:28. The cover art and the content belong to their respective owners.

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