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SECURE Act 2.0 | 7 Important Changes That You Need to Know

James Conole, CFP® 154,118 2 years ago
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SECURE Act 2.0 Changes are here! Here are 7 important changes and how they may impact your retirement. Timestamps: 0:00 - Introduction 1:00 - Required Minimum Distributions 3:26 - Roth Accounts 4:30 - 529 College Savings Plan Changes 6:30 - Roth IRAs 8:14 - Electing Spousal Changes 10:24 - IRA Contributions 11:30 - Employer Contribution Changes (Roth)! 12:55 - Catch-Up Contribution Changes 14:52 - Penalty Changes Learn the tips & strategies to get the most out of life with your money. Get started today → https://www.rootfinancialpartners.com/ Subscribe to be notified for future videos: https://www.youtube.com/channel/UCBNdQfS-fzODmYb8Hkr4egA?sub_confirmation=1 _ _ For more resources and content, check us out below! Website // https://rootfinancialpartners.com/ Podcast // http://readyforretirement.co/ Instagram // https://www.instagram.com/rootfinancialpartners/ Facebook // https://www.facebook.com/rootfinancialpartners/ LinkedIn // https://www.linkedin.com/company/18347030 Other videos we think you'll like: About Root: https://www.youtube.com/watch?v=ZPy7Qlmemy8&t=1s Worried about retirement? Start here: https://www.youtube.com/watch?v=c1dCo73XTw4&t=1s

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