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Why Retirees Need to Pay Attention to SECURE Act 2.0

April 1, 2023

The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was recently passed by Congress as a follow-up to the original SECURE Act that was passed in 2019. The new legislation includes dozens of provisions designed to make it easier for Americans to save for retirement and better prepare for their golden years. However,…

Ep 167: SECURE Act 2.0 – Retirement Changes to Know (Part 2)

January 19, 2023

Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. Retirees and pre-retirees need to understand what this legislation means, how it might impact you, and what planning opportunities this could open up. In the first part of the series,…