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Top Ten Take-Aways from Secure Act 2.0
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The Secure Act 2.0 retirement bill, passed into law on December 23rd, 2022, includes many changes to retirement planning, investment planning, and tax planning.
In this episode Dentists, Puns, & Money, Shawn Terrell shares his Top Ten Takeaways for dentists related to Secure 2.0.
Learn more about:
- Changes to the age at which Required Minimum Distributions are necessary from retirement accounts.
- Increases in the amount of "catch-up" contributions those 50 and older can make to their employer retirement plan
- Changes for unused funds in 529 plan accounts.
As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab.
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