Highlighting The Key Changes In Secure Act 2.0 With Laurie Kaplan (Ep. 16)

Dollars and Sense: Creating Your Fulfilled Life

22-03-2023 • 41 mins

Are you curious about the new regulations in the Secure Act 2.0 and how they could impact your retirement planning?

In this episode, Nicole and Laurie Kaplan, CPA, highlights the important changes in the Secure Act 2.0 that were released in late 2022. Laurie explains how these changed regulations affect investors.

Laurie discusses:

A breakdown of the 10-year rule
The new opportunities for IRA and retirement plan holders who are charitably inclined
What the new regulations are for Roth 401(k) plans
The ability to rollover assets from a 529 plan into a Roth IRA
And more

Resources:

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About our Guest:

Laurie Kaplan, CPA, has been serving as a trusted advisor to clients for over 25 years, expertly managing and addressing tax and accounting issues within various industries, including manufacturing and distribution, retail, restaurants, real estate, automobile dealerships, and professional service providers. Her background in both accounting and tax, as well as her consultative approach, allows her to partner with clients and develop innovative solutions to address their personal and business needs. She specializes in employee benefit plans, estate and gift tax, like-kind exchanges, and small business start-ups.