Focusing on what you need to know to serve your clients today, Bob Keebler CPA/PFS reviews the changes and their nuances as a result of the passage of SECURE 2.0. Some of the areas highlighted in this episode of the Personal Financial Planning (PFP) podcast include:

Changes in Required Beginning Dates (RBD)
Upcoming changes to IRA and qualified plan catch-up contribution amounts
Allowance for matching contributions for student loan payments
Rules for newly allowed rollovers from 529 plans to Roth accounts
How life annuities have been impacted
Changes to exceptions for early withdrawals from IRAs and qualified plans.
Reduction of excise tax and addition of a correction windows for missed Required Minimum Distributions (RMD.)

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This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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How SECURE 2.0 impacts clients we see in our practices {PFP Section}

AICPA Personal Financial Planning (PFP)

How SECURE 2.0 impacts clients we see in our practices {PFP Section}