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05.25.2022 - Secure 2.0

Attendees Rating:

Excellent (97%)
Average (3%)
Below Average (0%)

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

How SECURE 2.0 can Change Retirement Planning
Presented by Larry Pon, CPA,
Larry Pon

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 student loan payments. There are at least 14 significant changes this legislation can bring about. Join Larry Pon, CPA for a walkthrough of the changes and what it may mean to your clients. 

Attendees 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