Without a doubt, you’re hearing about the SECURE Act 2.0. It seems like every day there’s a new headline in the news, which only serves to create a lot of questions. Let’s face it, headlines – and even the stories that follow – can leave you wondering how the new legislation applies to you.
And that’s OK. I’m here to guide you through the changes so we can make adjustments as necessary and keep your long-term financial plan on track.
To help give you insight to some of the most significant changes, we have a summary checklist that groups the changes by the year they take effect. When we review this checklist together, we can prioritize the work we need to do so you can move forward with confidence.
Take a look at the checklist and consider the questions. If you answer YES to any of the questions, there’s a possible planning opportunity for us to discuss.
Please contact us and schedule a time to discuss this further.