Episode 39: The SECURE Act 2.0

Apr 19, 2023

On this episode, Isaac Wright, CFP®, ChFC® and Kevin Buenvenida, CFP® discuss the revisions that were made to the SECURE Act and how those changes can benefit pre-retirees and retirees.

Here are just a handful of the things that we'll discuss:

    • Age qualifications for required minimum distributions (RMD)
    • Reduced penalties for a missed RMD payment
    • Catch-up provisions for retirement savings
    • Changes to 529 plans for college education
    • Incentives for paying off student loans


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