JULY | PIMCO | Financial Planning after the SECURE Act 2.0

July 25, 2025

The SECURE Act 2.0 introduces important updates designed to enhance retirement readiness. In this session from JULY and PIMCO, we review key provisions—including changes to required minimum distributions, expanded catch-up contributions, and new 529 plan flexibility.

Topics covered include:

  •  Roth conversion strategies and beneficiary planning opportunities
  • Tactics to help minimize taxes on inherited retirement assets
  • Watch the replay to better understand how these changes can impact financial planning for individuals and heirs.

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