The SECURE Act 2.0 Webinar

Schedule a 15-minute complimentary phone call with one of our advisors: go.pardot.com/...
The key takeaways of the SECURE Act 2.0, the new legislation that aims to strengthen the retirement system and improve Americans' financial readiness for retirement.
This legislation included provisions that raised the requirement for mandatory distributions from retirement accounts and increased access to such accounts. A recently passed 4,155-page, $1.7 trillion spending bill includes additional changes to the nation's retirement laws, including improvements to the financial safety net by promoting retirement savings among Americans.
We will discuss:
The age to start taking required minimum distributions (RMDs) is increasing
New rules for beneficiaries and surviving spouses
The penalty for failing to take an RMD is changing
Changes to Qualified Charitable Distributions
529 accounts have more flexibility
Catch-up contributions for those still working are increasing