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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans

SECURE Act 2.0. Key IRA provisions-Lunch and Learn

  • 15 Feb 2023
  • 12:00 PM - 1:00 PM


Registration is closed

SECURE Act 2.0 was signed into law on December 29, 2022. Many of the provisions affect IRAs. These include:

  • New RMD Ages
  • New portability options for SEPP/72(t) Accounts
  • 529 Plan to Roth IRAs
  • New Exceptions to the 10% penalty for early distributions 

Please join me, as I explain these are some of the other key changes  and how they could affect your clients.

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