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Secure Act 2.0 - How Will it Impact Your Retirement?
About This Webinar
Securing a Strong Retirement Act of 2022 (“SECURE 2.0”) recently passed the House, and has a great chance of passing the Senate. It builds on the SECURE Act passed in late 2019 and, among other things, will yet again change the required minimum distribution age. Tune in to learn about the new provisions and how they might impact you.
Agenda
- Building on the Secure Act
- Required Minimum Distributions - the Biggest Change for our Clients
- Catch-Up Contributions
- Employer Matching Contributions on Student Loan Repayments
- A reduction in the 50% penalty for missing an RMD
- Possible waiver of missed RMD penalty
Who can view: Everyone
Webinar Price: Free
Featured Presenters
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.
The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.
Del-Sette Capital Management, LLC (“Del-Sette”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Del-Sette and its representatives are properly licensed or exempt from licensure.
For additional information, please visit our website at www.HappinessInRetirement.com.
The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.
Del-Sette Capital Management, LLC (“Del-Sette”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Del-Sette and its representatives are properly licensed or exempt from licensure.
For additional information, please visit our website at www.HappinessInRetirement.com.
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