Ep 96: The SECURE Act 2.0

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By Phil Putney. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

The SECURE Act was passed in 2019, but is now facing possible amendments being added for the SECURE Act 2.0. On today’s episode of the podcast, we talk through these proposed changes and what that means for you.

Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-96-the-secure-act-2-0/

Watch the video podcast: https://www.youtube.com/channel/UCGS8K5-iPEy6b7fu4pLNLtA

What we discuss on this episode:

1:35 - The SECURE Act is facing possible new amendments.

1:59 - The RMD age could change again.

6:11 - Employers could auto-enroll you into a 401(k).

8:08 - Catch-up contributions could increase.

11:19 - Matching funds on student loan payoffs are being proposed.

13:58 - A database will be created to find older 401(k)s.

107 episodes