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Ep.87 Secure 2.0 & Law Changes to IRA'S & 401K'S in 2023

Directed IRA Podcast

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No RMD in Roth 401Ks Starting in 2020

Roth 401Ks, no RMD starting in 2020. Any of you that have a 403b account with the, you know, we work for a government agency or a nonprofit as a 403b with Roth accounts. There is now an auto IRA required program. You have to offer to your employees if you have five employees or more. The state of California adopted this law maybe three years ago where they said, hey, small business owners in California,. If you don't have a 401k, you better offer an auto IRA program.

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