The SECURE 2.0 Act is now law. The legislation provides a slate of changes that could help strengthen the retirement system—and Americans’ financial readiness for retirement. The law builds on earlier legislation that increased the age at which retirees must take required minimum distributions (RMDs) and allowed workplace saving plans to offer annuities, capping …
Secure Act 2.0
Secure Act 2.0
In a further attempt to expand and promote retirement savings, Congress passed SECURE Act 2.0 as part of an overall spending bill, the 2023 Consolidations and Appropriations Act. President Biden signed the bill into law on December 29, 2022. OVERVIEW The SECURE Act 2.0 is a follow-up bill to the original SECURE Act passed in …
4th Quarter 2022 SWMG Newsletter
Reflections on 2022 and What’s Ahead… First, welcome to 2023. We wish our clients and partners a happy, healthy 2023. We have many great plans for the year, including a monthly (vs quarterly) newsletter. Also, be on the lookout for more podcasts and helpful resources. Although 2022 was a difficult year for the markets, …
Episode 6: The Secure Act 2.0 and Proposed Changes
Our podcasts will cover topics that we are passionate about. Today we will be talking about the Secure Act 2.0 and the proposed changes with Jill Carr, CPA, CFP®, Wealth Advisor and Jason Guenther, CFP®, Chief Investment Officer, Wealth Advisor with Stephens Wealth Management Group. We will discuss and share insights intended to shed light …