From Roth contributions, to RMDs and student loans, there are far-reaching changes in SECURE 2.0.

Many are optional, but a significant number of provisions are required, and some big updates are coming in 2024.

We took a closer look at the key changes for 2024 and practical considerations for your retirement program. 

Speakers:

• Jeff Petrone, Managing Director, SageView Advisory Group
• Bonnie Treichel, Chief Solutions Officer, Endeavor Retirement

December 5, 2023