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SECURE Act / SECURE 2.0

Retirement
Federal legislation changing retirement rules — raised RMD age to 73, expanded catch-up contributions, and changed inherited IRA rules.

Example

Example: For someone with $300,000 in retirement savings planning to retire at 65, secure act / secure 2.0 directly affects their strategy. Since it involves federal legislation changing retirement rules — raised rmd age to 73, expanded catch-up, understanding this concept could mean an extra $50,000-$100,000 in retirement assets. Plan with our retirement calculator.

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