CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

SECURE 2.0 Roundtable with Denise Appleby and Larry Pon: Part 2

Episode Description

In the second episode of this limited series, hosts Larry Pon and Denise Appleby discuss some of SECURE 2.0’s changes to how Roth IRAs work, including increasing the minimum distribution age, reducing RMD penalties, and tweaks to matching and nonelective contributions for employers.

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