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SECURE Act 2.0: Expanded Roth Rules Explained

secure act 2.0
SECURE Act 2.0 Roth


Congress passed SECURE Act 2.0 this year which brought with it many changes, including changes to Roth contribution rules. In this short video, Senior Financial Advisor Sherwood Greer explains the expanded Roth rules including:

  • Small business owners can now open and contribute to Roth SIMPLE IRAs and Roth SEP IRAs.
  • Employers will now be able to match employee retirement plan contributions in their Roth accounts.
  • This bill did not include any provisions that would limit or prevent the use of “back door” Roth contributions. 

Click below to watch the video. 


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