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Secure Act 2.0 Legislative Changes to be Aware of...

At the end of December, legislation was enacted passing The Secure Act 2.0. This was in addition to the previously implemented 2020 Secure Act which now adds even more provisions to help Americans save and plan for a secure retirement.

There are several items of interest in the new Act and we'd like to share some helpful articles that highlight important topics that we feel might pertain to the financial stage of life you happen to be in.

If you have questions about this new legislation, please don't hesitate to get in touch.

We can help navigate how to best take advantage of these new guidelines and requirements.

The federal spending bill will make it easier to save for retirement. Here's how...

SECURE 2.0: Rethinking retirement savings

From RMDs to student debt, the new law has something for everyone

Section 126: Rolling Over 529 Plan Funds Into a Roth IRA

Turning 72 or 73 this year? Here’s what to do about your required minimum distributions

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