Retirement Changes in Secure Act 2.0: Hopkins, Levine & Treichel to Share Insights April 13

ThinkAdvisor’s April 13 webcast will look at issues such as:

• How and when is the required minimum distribution age changing?
• How does the proposed legislation affect penalties for missing RMDs? 
• What changes are likely to affect Roth IRAs?
• What other reforms are expected for catch-up contributions, qualified charitable deductions, automatic enrollment and automatic escalation? 
• How will Secure 2.0 help employees making student loan repayments?

“One aspect of Secure 2.0 that is a significant opportunity for advisors and for small employers is expanding coverage for those that don’t currently have access to a plan,” Treichel explained.

Plus, the bill includes “a lot of other major initiatives where advisors will be able to add significant value to their clients — both individual wealth management clients and also retirement plan clients.” 

To sign up for the educational webinar, please click on this link.