VIDEO

The SECURE Act 2.0

401(k) Education
January 24, 2023

What the SECURE Act 2.0 Means for You

Join Bayntree Financial Advisor Cristina Perez as she discusses the SECURE Act 2.0 and what it means for you.

We cover some of the key implications of this new legislation, including:

  • Increased catch-up contributions
  • Major changes to Required Minimum Distributions (RMDs)
  • Employer matching in Roth accounts

To discuss any questions you may have, please contact Bayntree at (480) 494-2750 or click here to schedule a 15-minute call.

Investment advice is offered through Bayntree Wealth Advisors, LLC, an SEC-registered investment adviser. Insurance and annuity products are offered separately through Bayntree Planning Group, LLC. Bayntree does not provide, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters. Opinions expressed herein are solely those of Bayntree Wealth Advisors. All content is for informational purposes only and is not intended to provide the basis for any financial decisions.

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401(k) Education