How SECURE 2.0 can Change Retirement Planning
Guest Expert: Larry Pon, CPA,
Date:
Webinar Replay Description
SECURE 2.0, if it becomes law, will change many aspects of retirement from extending the age for RMDs to catch-up provisions to existing developments for employer matches for employees making stude
Comments
Here are comments from listeners:
Great to preview a pending legislation that has very impactful proposals - thanks
- James
The Charitable Annuity was new to me. That may be something I research more.
- Christian
Larry did a great job of pointing out some of the "holes" in SECURE 2.0, those implementation questions we all will have as this bill moves forward
- Michelle
Everything was new to me about SECURE 2.0. I'll talk about the new catch-up ideas and the new RMD ideas a lot in my practice.
- Scott
A few 'good to know' items e.g. RMD ages going up - affects many of my relatives, friends, etc. who have been asking.
- Kevin
I learned that the Congress continues to make retirement plans a very complex specialty and it is easy to give out incorrect information.
- Jerome
Great to preview a pending legislation that has very impactful proposals - thanks
- James
The Charitable Annuity was new to me. That may be something I research more.
- Christian
Larry did a great job of pointing out some of the "holes" in SECURE 2.0, those implementation questions we all will have as this bill moves forward
- Michelle
Everything was new to me about SECURE 2.0. I'll talk about the new catch-up ideas and the new RMD ideas a lot in my practice.
- Scott
A few 'good to know' items e.g. RMD ages going up - affects many of my relatives, friends, etc. who have been asking.
- Kevin
I learned that the Congress continues to make retirement plans a very complex specialty and it is easy to give out incorrect information.
- Jerome
05.25.2022 - Secure 2.0
Attendees Comments:
Great to preview a pending legislation that has very impactful proposals - thanks
- James
The Charitable Annuity was new to me. That may be something I research more.
- Christian
Larry did a great job of pointing out some of the "holes" in SECURE 2.0, those implementation questions we all will have as this bill moves forward
- Michelle
Everything was new to me about SECURE 2.0. I'll talk about the new catch-up ideas and the new RMD ideas a lot in my practice.
- Scott
A few 'good to know' items e.g. RMD ages going up - affects many of my relatives, friends, etc. who have been asking.
- Kevin
I learned that the Congress continues to make retirement plans a very complex specialty and it is easy to give out incorrect information.
- Jerome