Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. This added a long list of provisions to the original bill that took effect at the start of 2020.

Retirees and pre-retirees need to understand what this new legislation means, how it might impact you, and what planning opportunities this could open up. In this episode, Dale will highlight some of the key provisions that most people will need to pay attention to, and he’ll share his thoughts on whether these are positive or not.

Here’s some of what you’ll learn on this episode:

  • Pushing back the RMD age to 73. [0:55]
  • Changes to catch-up contributions. [3:40]
  • The 529 to Roth transfer option. [5:56]
  • Company match to a Roth 401(k) [8:26]


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