Understanding Retirement Planning Changes in the SECURE Act 2.0
Learn About Important and Far-Reaching Provisions that Could Impact Your Financial Future On December 29, 2022, President Biden signed a bipartisan budget bill that included many retirement savings changes, referred to collectively as the SECURE Act 2.0. It reshaped retirement tax incentives and existing retirement account rules in ways that are likely to have consequences for years to come. Supporters of the legislation say it will encourage stronger retirement savings among workers, while others have expressed concern that some of the provisions expressly benefit high-earners only. Regardless of where you stand on the efficacy of the legislation, it’s important […]