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Coffee Talk With Benefits Episode 12: Edification on ‘Rothification’ under SECURE 2.0

By Richard G. Schwartz, Sarah Touzalin & Benjamin Spater on March 24, 2023
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Coffee Talk SG

Signed into law in the waning days of 2022, the SECURE 2.0 Act contains over 90 provisions impacting qualified retirement plans. Several of these provisions materially expand how Roth contributions are to be used, that impact employers and participants alike. We are witnessing the Rothification of retirement accounts. Grab your cup of coffee and tune in to hear Richard and Sarah chat with Seyfarth colleague Ben Spater about the many Roth related changes in SECURE 2.0. We will continue to discuss the multitude of other (non-Roth) provisions in SECURE 2.0 in future episodes as well. So bookmark us!

Click here to listen to the full episode.

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Photo of Richard G. Schwartz Richard G. Schwartz
Read more about Richard G. SchwartzEmail
Photo of Sarah Touzalin Sarah Touzalin
Read more about Sarah TouzalinEmail
  • Posted in:
    Tax
  • Blog:
    Beneficially Yours
  • Organization:
    Seyfarth Shaw LLP
  • Article: View Original Source

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