Expanding Coverage and Increasing Retirement Savings
SECURE Act 2.0 Highlights
Preservation of Income
Simplification and Clarification of Retirement Plan Rules
Revenue Provisions
It’s official, the SECURE Act 2.0 is here.
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.
Presenters
Robert Elzholz, CFP®, AIF®, CRPC®, AAMS®, Wealth Management Principal
Retirement represents a major shift in how you think about your investments. After decades of focusing on accumulation, you now face the challenge of making your nest egg last while still growing enough to maintain your lifestyle.
REDW is pleased to announce the appointment of Diana Gibson as its first-ever Director of Client Success. In her role, she will be responsible for fostering strong, enduring relationships…
