At long last, the SECURE Act 2.0 has been passed. The legislation, an upgrade from the SECURE Act of 2019 and designed to help Americans with their retirement planning, was passed by Congress on December 23, 2022, with the President signing it into law just before the New Year holiday. What do IRA owners and retirement plan participants need to know now? Join the REDW Wealth Management team as we navigate the new SECURE Act 2.0.
The Wealth Management experts at REDW will walk you through key legislation highlights and their impact on retirement and planning.
The last year was full of many issues and varying levels of uncertainty – and the markets do hate uncertainty. Ukraine, Russia, China, inflation, crypto, and the U.S. midterm elections all became headline material, with their impacts on the equity and bond markets in the U.S. and abroad also featured in the news, in their turn.
REDW LLC, one of the Southwest’s 10 largest certified public accounting and advisory firms, is proudly announcing Robert Elzholz CFP®, CRPC®, AIF®, AAMS®, has been promoted to Principal in the firm’s […]
Are you in compliance with the SECURE Act for Inherited IRA Required Distributions? Congressional passage of the SECURE Act in 2019 significantly changed the landscape for retirement accounts, particularly with its sweeping changes […]