May 25, 2021
What’s new with SECURE 2.0? IRA contribution age limits— or the lack thereof. If you reach age 70½ in 2020 or later, you can continue your IRA contributions. If you’ve reached 70½ in 2019 or earlier, you may not be able to contribute to a traditional IRA, but you are able to continue contributing to Roths and rollover to either a Roth or traditional IRA. With this change, it may be time to take another look at your current contribution plan and make some adjustments. Give our office a call at 805.570.3765 to schedule an appointment today or go directly to our calendar at https://calendly.com/gabeswan/clientmeeting!
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