The SECURE Act 2.0

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. 

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