Avatar was not the only sequel to be recently released. The Secure act 2.0 is on the brink of becoming law as part of congresses spending bill. As has become customary fashion, Congress has provided us with yet another year-end 'gift'. While the stockings were hung by the chimney with care Congress was pushing back RMD ages. Secure 2.0 is going to impact Roth IRAs, 529's, and yes even the age at which you have to take your requirement on distributions. How do these tie into your New Year's resolutions?
December 27, 2022
