REDW Financial Advisors & CPAsFinancial advising, accounting, tax, valuation, and wealth management
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
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