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August 18th, 2023

David De Jong and Sarah Broder Discuss SECURE 2.0 on Podcast

Posted in: Estates, Trusts & Probate  Featured  Tax Law    Tagged: David S. De Jong, Sarah J. Broder

Stein Sperling’s David De Jong and Sarah Broder appeared on the podcast ForYourBenefit on the Federal News Network with host Bob Leins to discuss SECURE 2.0, which changes the landscape of retirement plans.

Topics of discussion includes:

• Multiple changes to “over 50” elective deferrals to employer plans
• Emergency withdrawals permitted from an employer plan or IRA and new emergency savings plans
• The change in the required beginning date from age 72 to 73
• The slashing of the minimum distribution penalty and the elimination of the penalty for excess contributions to an IRA

Listen below:

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