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]


More To Explore

The Financial Calendar

Join us in this episode of The Retirement Playbook podcast as Dale dives into the essential financial matters you need to address throughout the calendar year. He provides valuable insights into maximizing retirement contributions, managing required minimum distributions (RMDs), and making strategic financial moves to optimize your retirement savings.

Financial Therapy

Financial discussions and retirement planning can come with many emotions. From counseling couples with differing financial views to providing support during challenging life events such as divorce or medical issues, financial professionals wear many hats, including the role of a therapist. In this episode, Dale discusses the impact of having a financial professional guide you through life’s most stressful moments.

Ep 88: The Retirement Lifestyle

We’re taking a quick break from the Xs and Os of retirement finances today. Instead, we’re going to talk about some other important pieces of forming your retirement lifestyle. Join us as we discuss staying busy, the significance of social connections after you’ve stopped working, and maintaining your physical and mental health throughout retirement.