Congress has officially passed the “Secure Act 2.0” which is a continuation of some changes that were passed in December 2019 effective January 2020.
The Secure Act 2.0 includes a few notable changes. Some of the ones that are the most relevant to the clients that we deal with are…
This is certainly not an exhaustive list, just a handful of the key points. If you have some spare time and want to read the source that I use for my information, feel free to click this link and explore the depths of the new rules.
Ultimately, my job is to help us navigate these changes to help you make the most of the rules that we are given, so know that we will touch on these things where relevant individually. Until then, please feel free to let me know if you have any questions!