RMD, 401k and 529 Changes - SECURE Act Summary
Channel: Chris Grande
Date: 2019-06-03

Congress is on the verge of passing the SECURE Act which among other things:

Raises the RMD age to 72
Adds flexibility to 529 plans and paying off loans
Increases credits for starting retirement plans
Expands compensation rules for certain education income (like stipends) and care income to allow IRA contributions
And more!

Here is my summary. If you have any questions, add them below or go to:
https://www.planwithchris.com/contact

Thanks for watching.
Remember to 80/20 Your Money (and your entire life!)

Warmly,

Chris Grande, MSIM, CFP®, RMA®
Interested in working together?
https://www.planwithchris.com/planwithchris


Note:

My articles and videos are meant to be educational and not specific advice. I assume my readers are big boys/girls and understand that, but in today’s climate I have to tell everyone again anyways – people might do something dumb and go hurt themselves! (like stick a fork in an electric socket or something – don’t do that!). Consult a qualified advisor before attempting financial strategies that you don't fully understand.