Matthew Curfman, CFP, President & Co-Owner of Richmond Brothers, covers 7 points that caught our interest since Congress passed some new legislation as of December 23, 2022.

0:25 What Secure Act 2.0 is

1:10 When provisions become effective

1:33 RMD age increased

2:14 Missed RMD penalty decreased

2:48 Qualified Charitable Distributions

3:22 SEP/SIMPLE IRA allowing Roth contributions

3:54 Employer match may be made on a Roth basis

4:27 New 10% penalty exceptions

4:43 529 account unused fund changes

5:25 What this may mean for some

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