15
March
SAVE THE DATE: SECURE ACT 2.0 Retirement Changes Webinar -- WED March 15th, 7-830pmPT
Description
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
Date and Time
Wed, Mar 15, 2023
7:00p - 9:00p PST