SECURE Act 2.0 – Key Takeaways

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SECURE Act 2.0 has numerous provisions. Here is a list of our key takeaways.

  • Change in the age of required minimum distributions (RMDs)
  • RMD penalty relief
  • Updates to employer-sponsored plans
  • Increased catch-up provisions
  • Charitable contribution changes
  • Student loan relief
  • Rollover of 529 plans