The New Retirement Rules: Understanding SECURE Act 2.0


15 in stock

Course Code: BCSA-sp23 Categories: , , Tags: ,


The SECURE Act 2.0 that was passed in December 2022 is the biggest retirement-related legislation in over a decade. There are new retirement savings and tax planning opportunities that demand everyone’s attention.The SECURE Act 2.0 rules impact 401(k) plans, IRAs, 529s, Required Minimum Distributions and more. In this workshop, you will learn: Why your 401(k) plans will look different in the future. New age requirements for taking distributions from your retirement accounts. “The Death of the Stretch IRA” and what it means for your family. How 529 plan funds can jumpstart retirement savings. One way young professionals can save for retirement and pay student loan debt. The importance of planning and managing your taxes.How small businesses can benefit from starting a retirement plan.

Chris Chen, CFP® CDFA is a fiduciary wealth strategist who helps individuals and families plan difficult life transitions such as retirement and divorce, His cost-effective and tax-efficient strategies help clients achieve their long term financial goals with wealth preservation, retirement income planning, and legacy planning.

Chris was recognized as Five Star Wealth Manager for 2020. He was also recognized by Investopedia as one of the 100 Most Influential Advisors of 2018 and 2019. He has been widely quoted in the Boston Globe, New York Times, Forbes, CNBC, Wall Street Journal, Marketwatch, Investment News and Bloomberg. He has also been published in the Boston Globe, Kiplinger and Investopedia.

Chris is a member of the National Association of Financial Advisors (NAPFA), Financial Planning Association, the XY Planning Network, and the Massachusetts Council on Family Mediation. He was the founding Director of the Greater Boston Chapter of the Association of Divorce Financial Planners

Start Date: 04/11/23, 1 meeting
Class Time: 7:00 PM - 8:30 PM
Day of Week: Tuesday
Location: Lexington High School, Room 224
Instructor: Chris Chen
Status: Running/Openings