• SECURE Act 2.0 Tax Planning Update

  • Jan 23 2024
  • Length: 4 mins
  • Podcast

SECURE Act 2.0 Tax Planning Update

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  • Summary

  • Have you heard about the SECURE Act overhaul? Anglin Reichmann Armstrong Tax Manager Kathy Davis, CPA has an ear to the ground when it comes to tax planning. Hear her take on the recent SECURE Act 2.0 rollout. Topics include: the new 401(k) option for working students, withdrawal penalties waived for public safety employees, the maximum gift amount and more.

    We’re here if you need us!

    https://www.anglincpa.com/services/tax/estate-gift-personal-planning/

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