Bruin Professionals Century City Chapter Meeting
Date and Time
- Tuesday, July 11, 2023, 8 a.m. PDT
Location
- Greenberg Glusker LLP
-
2049 Century Park E #2600
Los Angeles, CA 90067 United States - + Google Map
Cost
- Free
Categories:
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Secure 2.0 and What It Could Mean for You
Barbara will discuss mandatory and optional changes, as well as implementation dates (2022-2025) for many Secure 2.0 provisions affecting retirement plans, such as
-Changes to Required Minimum Distribution rules
-Provisions to increase participation and savings in retirement plans
-Added flexibility for penalty-free withdrawals
-Expansion of Roth provisions
-Simplification rules (not entirely)
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