SEATS ARE AVAILABLE: SECURE ACT 2.0 - RETIREMENT CHANGES

JOIN US ONLINE VIA ZOOM

WEDNESDAY, MARCH 15th  7-8:30 PM

TOPICS

• Changes to Required Minimum Distributions (RMD)
• Exceptions to pre - 59.5 year retirement distributions
• 529 Plan to ROTH IRA Rollovers
• Student Loan "Match" payments from 401(k), 403(b), 467(b) and other plans
• Important key change provisions will be discussed