Episodes
Friday Jul 07, 2023
Episode 32 - What to Know about SECURE 2.0 (Part 2)
Friday Jul 07, 2023
Friday Jul 07, 2023
**UPDATE: The rule discussed around the 9:00 mark requiring high wage earners who make catch-up contributions to make those catch-up contributions on a Roth, after-tax basis has been pushed back to take effect in 2026 instead of 2024.
-
WE ARE BACK with our follow up and final conversation on SECURE ACT 2.0! In this podcast, Dave and Stephen dive into the changes to catch-up contributions, new Roth options, and where your retirement dollars should be going. Happy listening!
Version: 20240731
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.