While we were all celebrating the holidays, Congress was busy making new tax laws and gifting us with approximately 100 new provisions to the Secure Act. Can't you feel the legislative love?
In this episode, Emily Diaz, MAcc, CPA, CFP®, and Zach Binzer, CFP®, discuss the myriad of changes to the Secure Act and how they could be significant to you.
Emily and Zach share more about:
- Secure 1.0 vs. Secure 2.0
- Changes to RMD ages
- Changes to contribution limits on retirement accounts
- Changes to Roth accounts
- And more
Connect With Emily Diaz and Zach Binzer: