In this episode of Wealth on Purpose, hosts Brian Hartmann, CFP® and Brian Diffily share their Top 5 takeaways & impacts of this legislation in an easy-to-understand format. See how the changes brought about by the Secure Act can affect your retirement.

Key Topics:

Secure Act adjustments to the age for required minimum distributions (RMDs)

Updates on catch-up contributions to retirement plans

New tax credits for small businesses starting 401(k)s

Changes to 529 plans allow for more flexibility

Major alterations to the rules around inheriting IRAs and the introduction of a 10-year distribution rule

Strategies for optimizing retirement income in light of the new RMD ages

The impact of the Secure Act 2.0 on estate planning and inheritance strategies

Connect with us: 

Brian Diffily

Brian Hartmann, CFP®

Visit our website:Granite Bridge Wealth