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SECURE Act 2.0. Key IRA Provisions

Appleby Retirement Consulting Inc.

Mar. 10, 2023
Recorded Online

SECURE Act 2.0 was signed into law on December 29, 2022. Many of the provisions affect IRAs. These include: 

  • New RMD Ages 
  • New portability options for SEPP/72(t) Accounts 
  • 529 Plan to Roth IRAs 
  • New Exceptions to the 10% penalty for early distributions 

Denise Appleby explains these and other key changes. Listen to learn and how they could affect your clients. 

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