Secure 2.0

Secure 2.0

January 11, 2023

With the passing of Secure 2.0 we wanted to attach a couple of pieces of what is included and how it can improve your planning outcomes.  If you have any questions or know someone these articles can benefit please feel free to pass on.  If you would like to schedule a meeting to review/update your plan please use the scheduling link below.

Appointment Scheduling Link

What You Need to Know About The Secure Act 2.0

Secure Act 2.0 What the new legislation could mean for you