The Secure Act 2.0 was signed into place on December 23, 2022.  This opens several new strategies you can dip into, in order to save for your retirement and/or fund important goals such as education. 

In this episode, Josh Leonard discusses the number of changes this act has brought forward to us so that we can save more money more efficiently. Whether you are in the planning stage of your retirement or are looking into the future to understand how to further your savings, this episode will help you move forward. 

Josh discusses: 

• What this act means for people under or over the age of 72
• Changes in required minimum distributions and how the reduction penalty has lowered 
• The increase in catch-up contribution amount for different plans
• The ability to roll leftover 529 funds into a Roth IRA tax and penalty-free
• How you can more effectively donate to charities of your choice
• And more

Resources:

• Schedule a meeting with the team
• Sign up for our webinar
• Wealth Report 

Connect with Josh Leonard: 

• jleonard@leonardadvisorygroup.com
• LinkedIn: Josh Leonard
• Leonard Advisory Group
• 412-998-PLAN
• YouTube: Leonard Advisory Group
• Facebook: Leonard Advisory Group

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