SECURE 2.0 Act and Retirement Enhancements

Jennifer Baick, MBA, CFP®, CDFA

VP, Financial Planning Group

Summary

This first webinar about the SECURE 2.0 Act provides an overview of changes to Required Minimum Distributions (RMDs), plan contributions and withdrawals, and 529 rollovers.

For more information and resources about the SECURE 2.0 Act, please visit our dedicated resource page.

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