SECURE Act 2.0 - What Took Effect in 2024 and What Didn't

Last year we discussed several of the upcoming changes to retirement accounts stemming from the SECURE Act 2.0 that was passed back in 2022. It's now 2024 and many of the changes we discussed have gone into effect while others have been delayed. In this episode of the Paragon Podcast, Evan Shorten and Elean Mendoza discuss the most important rules changes that are now in effect for 2024 along with a major rule change that has been postponed until 2026. Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE . For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following: Paragon Financial Partners 1901 Avenue of the Stars, 2nd Floor Los Angeles, CA 90067 T: (310) 557-1515 E: info@paragonfinancialpartners.com Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE .

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SECURE Act 2.0 - What Took Effect in 2024 and What Didn't is an episode from Paragon Financial Partners by Paragon Financial Partners.

This episode is 13:19 long.

This episode was published on Apr 18, 2024.

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