What you need to know - 3 OnDemand Webinars & Downable Guides

Key SECURE 2.0 Updates from REDW Wealth Advisors

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’s Senior Financial Planning Manager Christine Papelian, and Wealth Management Principal Robert Elzholz, in these 3 OnDemand Webinars with Presentation Downloads as we navigate the new SECURE Act 2.0 and walk you through key legislation highlights and their impact on retirement and planning.

 

 

SECURE Act 2.0 – What made it through? OnDemand Webinar Key Takeaways:

  • Expanding Coverage and Increasing Retirement Savings
    SECURE Act 2.0 Highlights
  • Preservation of Income
  • Simplification and Clarification of Retirement Plan Rules
  • Revenue Provisions

Fair and Balanced Statement

Adherence to our fiduciary duty is not a guarantee of client satisfaction or any particular outcome. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the advisor’s services will vary based upon a variety of factors, such as the client’s investment, tax, and financial circumstances and overall objectives. The effectiveness and potential success of the firm’s investment services depends on a variety of factors, including but not limited to the overall level of client assets and contribution and withdrawal rates, timing and manner of implementation, and market conditions. Low cost investments reflect the firm’s fiduciary requirement to seek best execution in client securities transactions but does not guarantee that the lowest overall cost (including transaction fees and commissions and pooled vehicle expense ratios) will be attained in all instances. Neither personalized nor tailored services should be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss. Advisory services are provided by REDW Wealth LLC. Tax and accounting services are provided by REDW LLC.