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Secure Act 2.0 (What Retirees Should Know)

Secure Act 2.0 - a grand retirement bill with over 4000 pages is set to pass and this includes raising the required minimum distribution age for retirees. In this video we discuss: 1. The new age bands for RMDs, 2. Other significant changes including retirement plan “catch up” contributions 3. And, a surprise addition that would allow transferring 529 college plans for your children or grandchildren to Roth IRAs. ✍ Show notes & resources: https://onedegreeadvisors.com/2022/12... ✅ Learn about how we help people through retirement: https://onedegreeadvisors.com/ ☎️ Free initial call: Call us at (619) 282-3288 or schedule online https://onedegreeadvisors.com/getstar... 👉 Gain access to our exclusive client memo https://onedegreeadvisors.com/blogs/ 🛡 Download our complimentary retirement guide https://onedegreeadvisors.com/retirem... Twitter:   / onedegreetweets   Facebook:   / onedegreeadvisors   This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures: https://onedegreeadvisors.com/solutio... 0:00 Intro 0:37 Secure Act Overview 1:24 List of Highlights to Cover 2:01 RMD Age Increase 2:50 Roth 401k RMD Changes 3:07 RMD Penalty Change 3:25 Qualified Charitable Distributions Giving Limits 3:46 Retirement Plan Catch Up Contributions Changes 4:50 New 529 Conversion to Roth IRA Rules Overview 5:27 520 Conversion to Roth IRA Restrictions 5:44 Link to Previous Video on 3 Strategies for RMD's That You Don't Need 5:53 Outro