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The New Retirement Rules: Understanding SECURE Act 2.0

03/02/2023 , 10:30 am 11:30 am

Join Tom Belding, CFP, Belding Financial Planning / CGN Advisors, LLC as he discusses The New Retirement Rules: Understanding SECURE Act 2.0   

  •     Key Insights for Your Retirement Planning
  •     Challenge: 100 new retirement rules for individuals and businesses.
  •     The Impact: The most extensive change to retirement rules in 40 years
  •     What parts of the SECURE Act will specifically impact me and my plans for retirement?
  •     New Rules for Required Minimum Distributions (RMDs)
  •     New Rules for Surviving Spouse Beneficiaries
  •     SECURE Act Gives You More Ways to Save for Retirement
  •     Roth Account Changes
  •     401(k) Plan Changes
  •     SEP and SIMPLE Plan Changes
  •     SECURE Act Provides New Ways to Use Your Money
  •     QCD Maximums
  •     Use of 529 Plans
  •     Penalty-Free Withdrawals to Fund Long-Term Care Insurance
  •     Impact on those who inherit IRAs.
  •     and other changes.

To register, call 908.598.5532 or email: fgarcia@sageeldercare.org.

Tom is a Financial Advisor at Belding Financial Planning, providing fee-only financial planning for individuals and families. He is also an Investment Advisor Representative of and offers investment advisory services through CGN Advisors, a fee-only SEC registered investment advisor.  

A Cleveland native who has lived most of his life on the East Coast, Tom has over thirty years’ experience in financial planning at the organizational and personal level, including positions in consulting, financial data services, international trade, and education. Before entering the business world, he did research in medical genetics and health economics. He has taught financial literacy and been the CFO of a school for children with learning disabilities, where he developed innovative approaches to financing special needs education. He has broad experience in the administration of benefits, including retirement plan origination and implementation. Employers have included Johns Hopkins University, Harvard University, Automatic Data Processing, Inc., BELKO, Inc., and The Newgrange School of Princeton, Inc., among others. He has served in numerous elected and appointed positions on public and private boards and advisory panels, and he has done business in over 30 countries. He was recognized as a Paul Harris Fellow by Rotary International and is the Chair of the Investment Committee of the Chatham United Methodist Church. He holds master’s degrees in Applied Economics, Health Services Administration and Human Genetics from the University of Michigan, and a B.A. in zoology with honors from the University of Maine.

290 Broad Street
Summit, NJ 07901 United States