Secure 2.0 - Important Changes to Retirement Plans

The SECURE 2.0 Act of 2022 was signed into law on December 29, 2022 and made many sweeping changes to how retirement plans are managed. Check out our recent video to learn about some of these changes.

As always, we’re open to taking questions - call our office today!

Sources: https://www.fidelity.com/learning-center/personal-finance/secure-act-2

https://www.finance.senate.gov/download/retirement-section-by-section- (PDF Download)

https://www.benefitspro.com/2023/01/23/142062/