The Secure Act 2.0 is now law and Amy will break down this new legislation with its many provisions and offer a brief history of the Secure Act passed in 2019. She will discuss the differences surrounding Required Minimum Distributions and the new age requirements. Secure Act 2.0 also contains changes in Roth accounts and inheritances, SEP-IRAs, and SIMPLE IRAs.
In addition, Amy will talk about a few other significant changes, one in particular that will result in small businesses being incentivized to offer a 401(k).
If you have questions about anything related to your financial future, reach out to Amy Walls and the team at Thimbleberry Financial https://thimbleberryfinancial.com/
Or give them a call at 503-610-6510