Secure Act 2.0: Provisions Effective in 2024

from Investors' Insights and Market Updates · host Fi Plan Partners

Join Jason Hatley for this week’s educational episode, where he reviews the latest updates from Secure Act 2.0 that will go into effect starting in 2024. He goes over the details of the new rules, including changes in SIMPLE IRA employer matching, the ability to roll over unused 529 plan funds, and more. Listen to this episode and get up to speed on how these changes could affect you starting next year.

Episode metadata supplied by the publisher feed · Published Sep 21, 2023

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Secure Act 2.0: Provisions Effective in 2024

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