SECURE Act 2.0. Key IRA provisions-Lunch and Learn

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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