March 2023

SECURE 2.0 Opportunity: Secure and Transfer Wealth

The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was signed into law on Dec. 26, 2022, as part of the Consolidated Appropriations Act, of 2023.  SECURE Act 2.0 (“Act”) made significant changes to the rules for individual retirement accounts (IRAs) and employer plans.  Most written summaries of the Act focus on the […]
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