4 Things Missing From the Secure Act 2.0 - Adviser Investments

4 Things Missing From the Secure Act 2.0

In our latest Adviser Takeaway video, Wealth Adviser Diana Linn picks up where Andrew Busa left off in his video explaining the Secure Act 2.0 and updates to the U.S. retirement system. Diana discusses provisions that were conspicuously absent from the bill, including limitations on backdoor Roth IRA contributions and Roth IRA conversions, age related updates on qualified charitable donations, and clarifying language for 10-year inheritance rules. If you have questions for Diana or the Adviser team, please send them to info@adviserinvestments.com.


Additional Secure Act 2.0 Resources

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