SECURE ACT 2.0 – What You Need To Know

Today we are talking about the recent legislation that was passed known as the SECURE ACT 2.0, we cover our approach to financial planning around the ever-changing legislative landscape, what unique financial planning opportunities the SECURE ACT 2.0 presents, and how you can fold this into your financial plan.

Rules are always changing in Washington. Since Covid, there’s been the Care’s Act, Inflation Protection Act, Secure Act, and now you’ve got the Secure Act 2.0, and all of them impact retirees and potential retirees.

Here are a few topics we will cover:

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