Of Interest

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August 9, 2023

Secure Act 2.0

Now that we have tax season behind us, we thought it might be nice to revisit the more recent SECURE 2.0 Act passed late last year. This Act has several changes designed to improve the current and future state of America’s retirement income.I have summarized a few highlights of the Act’s features in the video below, and for a more comprehensive outline, please see the attached summary.