Andrew Busa on the Secure Act 2.0 - Adviser Investments

Andrew Busa on the Secure Act 2.0

In our latest Adviser Takeaway video, Manager of Financial Planning Andrew Busa revisits Secure 2.0 following its recent passage. He highlights four important changes that investors should pay attention to. These changes include updated rules around required minimum distributions (RMDs), expanded 401(k) matching and catch-up contribution options, as well as the ability to roll money from your 529 plan into a Roth IRA. If you have questions for Andrew or the Adviser team, please send them to


Additional Secure Act 2.0 Resources

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