Highlights of SECURE Act 2.0:
• Changes to the Required Minimum Distribution Age
• Expanded Catch Up Provisions
• Expanded ROTH Opportunites
• Catch Up 401(k) changes
• College Planning Opportunities
• Student Loan Matches • 529 to Roth Rollover

Highlights of SECURE Act 2.0:
• Changes to the Required Minimum Distribution Age
• Expanded Catch Up Provisions
• Expanded ROTH Opportunites
• Catch Up 401(k) changes
• College Planning Opportunities
• Student Loan Matches • 529 to Roth Rollover

If you’re ready for a team that fully coordinates your planning, investments, estate and taxes, let’s connect.