Description

While we were all enjoying the holidays, Congress slipped one by us by signing Secure Act 2.0 into law on December 29th, 2022. In todays episode, Brad will give us a snapshot of some of the most important changes which include: 

• Required Minimum Distribution age changes
• Qualified Charitable Distribution amount changes
• Changes to ROTH accounts held in employer retirement plans
• Contribution limits for IRA's, ROTH IRA's, 401(k)'s, etc.
• Changes to 529 (college savings) plans

If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts.

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To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com