Top Ten Take-Aways from Secure Act 2.0

The Secure Act 2.0 retirement bill, passed into law on December 23rd, 2022, includes many changes to retirement planning, investment planning, and tax planning. In this episode Dentists, Puns, & Money, Shawn Terrell shares his Top Ten Takeaways for dentists related to Secure 2.0.Learn more about:  Changes to the age at which Required Minimum Distributions are necessary from retirement accounts.  Increases in the amount of "catch-up" contributions those 50 and older can make to their employer retirement plan Changes for unused funds in 529 plan accounts. As a reminder, you can get all the information discussed in today’s conversation by visiting our website dentistexit.com and clicking on the Podcast tab. -----------------------------------Dentist Exit Planning Resources:Website: dentistexit.comSchedule a Discovery Meeting with ShawnSign-Up for Dentist Exit Email Newsletter------------------------------------Follow Dentist Exit on Social Media:Facebook Group for DentistsInstagramLinkedIn