Top Tweets for #SecureAct
Why didn’t @realDonaldTrump fix the #SecureAct Specifically, if my kids inherit my Roth accounts they have to remove the money in 10 years & only can put it into a taxable accounts. They should be allowed to keep it in a Roth for future security & generational wealth.
Inherited an IRA? You might be sitting on a hidden tax trap. ⚠️💼 Learn the ins and outs of the 10-year rule and avoid costly mistakes. Tune into our latest video to plan your way to savings! #IRATips #SecureAct #RetirementPlanning #SmartInvesting
Retirement rules changed in your favor! SECURE Act 2.0 makes annuities more flexible. Don't leave money on the table. Call 281-930-5944 to see how these rules affect your plan. 📈
Did you know the SECURE Act 2.0 changed the age for RMDs? #Retirement #Annuity #SecureAct
@AZSecretary Nobody believes mail in votes are legitimate. We need Trumps executive order and the #Secureact
Join us next week as we explore ACP safe harbor provisions, cross-tested plan design approaches, and the impact of SECURE Act updates and QACA rules.
Register: https://t.co/YP56ye7kRq
#SafeHarbor401k #SecureAct #401kPlans #ERISA
The #SECUREAct reshaped the rules for inherited #IRAs and beneficiary required minimum distributions (#RMDs) — but confusion still remains years later.
Today’s Slott Report breaks down the key rules and timelines with a simple beneficiary RMD cheat sheet designed to help keep everything straight.
Read more here: https://t.co/DbSKsT6Klo
Q: What are the exceptions to the paper benefit statement rule contained in Section 338 of SECURE 2.0?
A: https://t.co/xZwMAbqb3n
#RetirementPlanning #SecureAct #RetirementSavings #Secure20
A recent report highlights new research from the Pension Research Council at the Wharton School — and the findings may surprise plan sponsors and participants alike:
#401k #RetirementPlanning #FinancialWellness #PlanSponsors #SECUREAct #DCPlans
https://t.co/jWNkqAYfbu
Big changes. Complex rules. Smarter strategies.
Get the clarity you need at the 2-Day Instant #IRA Success Workshop with Ed Slott & Company—live in Brooklyn, NY (July 9–10, 2026).
📚 #SECUREAct 2.0
📉 Updated #RMD rules
🧾 The One Big Beautiful Bill Act (#OBBBA)
�� $500 Early Bird savings ends Friday, March 27 at midnight ET
Use code EARLYBIRD before it’s gone.
👉 Register now: https://t.co/Z8yGP0IlMn
Many employers and plan recordkeepers are racing to comply with the new #SECUREAct 2.0 rule requiring high-income employees to make catch-up contributions to #Roth accounts.
In today’s Slott Report, IRA Expert Ian Berger, JD, answers key questions about this new mandatory Roth catch-up rule.
Learn more: https://t.co/zn3SsV7zqM
Big changes are coming to #retirement planning—and you need to be ready.
From the #SECUREAct 2.0 to new #RMD rules and the One Big Beautiful Bill Act (#OBBBA), the retirement rulebook is being rewritten.
Join Ed Slott & Company live in Las Vegas
February 12–13, 2026
Designed for #financial professionals and retirement-minded individuals.
Stay current. Stay compliant. Stay ahead.
Learn more and register here: https://t.co/g1EzXDmPNw
🎰 Vegas, your #retirement playbook just changed. Are you ready?
New laws like the #SECUREAct 2.0, #RMD rule updates, and the One Big Beautiful Bill Act (#OBBBA) are reshaping retirement planning.
🗓 Feb 12–13, 2026
📍 Las Vegas – LIVE with Ed Slott & Company
🎓 Tailored sessions for financial pros & retirement-focused individuals
👉 Don’t roll the dice on outdated info.
🔗 Register now: https://t.co/g1EzXDmPNw
In today's Slott Report , our #IRA Expert, Ian Berger, JD, discusses the IRS confirmation that company #retirement plans must comply with #SECUREAct 2.0's mandatory #Roth catch-up rule as of January 1, 2026. Find out more here: https://t.co/hURCiEHzAA
🚨 Advisors & savers — big #retirement rule changes are here!
Between #SECUREAct 2.0, new required minimum distribution (#RMD) rules, and the One Big Beautiful Bill Act (#OBBBA), it's a lot to navigate.
👨🏫 Learn from the experts at Ed Slott & Company:
📍 Online | Sept. 17–18, 2025
📍 Las Vegas | Feb. 12–13, 2026
Don’t get left behind! Learn more and register now: https://t.co/g1EzXDmPNw
Think your #retirement is #tax-proof? Think again.
On Erin Talks Money, Ed Slott gives his insights on how taxes could derail your retirement — and what to do now to stay ahead.
Expert tips on:
RMD traps
#Roth strategies
#SECUREAct changes
And fixing common IRA blunders
Watch the full video here: https://t.co/MqCVj6Erel
Big changes = big opportunities.
The One Big Beautiful Bill Act (#OBBBA) is here — are you ready to adapt?
💻 Join us virtually (Sept. 17–18, 2025) or LIVE in Las Vegas (Feb. 12–13, 2026)
🔎 Get caught up on #OBBBA, #RMD, and #SECUREAct 2.0
💡 Learn real-world strategies from Ed Slott and his expert team
Use code EARLYBIRD for $500 off: https://t.co/g1EzXDmPNw
Tackle the latest in qualified plans! The 2025 ERISA Outline Book has updates on automatic enrollment, SECURE 2.0, and more.
Order now in print or digital! https://t.co/8WWuRIlMBB
#ERISA #SECUREAct #RetirementSavings
Day 2 of our #InstantIRASuccess workshop is starting off strong with the man himself, Ed Slott, discussing #Roth #IRA conversion planning after the #SECUREAct!
💸 Under secure 2.0, some catch-up contributions must now go into a roth — a major shift for high earners planning their retirement. know how this change affects your tsp strategy. 🔒📊
#tsp #secureact #rothcontributions #catchupcontributions #retirementplanning #fedweek #federalemployees #financialplanning #rothtsp #secure20
Read more here: https://t.co/4mraoiBOhX
This summary from @principal tackles some of the important provisions of the #SECUREACT2.0.
#401k #401kplan #Markets #Economy #Investments #Savings #SECUREACT #401kplans #Retirement #Retirementplans #Retirementprogram #Fiduciary #Deferral #Participation
https://t.co/jkZwotRAVm
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