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 …
The Secure Act 2.0
Episode 3: The Secure Act 2.0 & Proposed Changes
The Secure Act 2.0 (HR 2954 Securing a Strong Retirement) has passed in the House and is currently up for discussion in the Senate’s Committee on Finance. If it becomes law, what will it mean for small business owners? The Secure Act 2.0 could spell changes for employers, with changes how 401Ks are administered for full …
The Secure Act
The SECURE Act was officially signed into law on 12/20/19. It was passed by the house in the summertime, and what I heard last was that it *wasn’t* going to pass the senate, but lo and behold, it did. Like its name implies, it is supposed to make big changes to retirement accounts, and then …