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SECURE Act 2.0 – LexBlog


Congress recently passed SECURE Act 2.0.  The updated law includes countless items that affect financial planning and tax planning, however there isn’t much that affects estate planning.  Only 2 items are worth noting here:
1.  The age for required minimum distribution increased from age 72 to age 73. 
2.  There are no more mandatory lifetime distributions from Roth 401(k) accounts.


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