What SECURE Act 2.0 Means for Your Retirement

What SECURE Act 2.0 Means for Your Retirement
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Add to Calendar 03/07/2023 02:00 PM 03/07/2023 03:00 PM EST What SECURE Act 2.0 Means for Your Retirement

MOAA Webinar: What SECURE Act 2.0 Means for Your Retirement

Can’t make the webinar? No problem. Register now and we’ll send you a link to the recording.

The SECURE Act 2.0 is now law, ushering in sweeping changes to our retirement system. Some of the more prominent changes include:
 

  • Increasing the age to start taking required minimum distributions (RMDs). 
  • Lowering the penalty for missed RMDs.
  • Enhancing the features, benefits, and accessibility of employer plans. 
  • Increasing catch-up contribution amounts.
  • Doing away with RMDs from Roth accounts in employer retirement plans.

 

These are just a few of the many changes that could impact your financial and retirement planning. Join Lila Quintiliani, ChFC®, AFC®, MOAA’s program director for Financial and Benefits Education/Counseling, and special guest Joseph Montanaro, CFP®, Relationship Director at USAA’s Military Advocacy Group, to learn more about these changes and what they might mean for you.

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