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Episode 7: The SECURE Act

May 22, 2020

Duane and Aaron help explain aspects of the SECURE act.

Here are just a handful of the things that we'll discuss:

  • Age change for starting RMD’s.
  • Contribution age change.
  • Guaranteed Income rider options in 401(k)’s now.
  • Exceptions for the early withdrawal penalty.
  • Withdrawal changes for 529 accounts.

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