07
March
The New Retirement Rules: Understanding SECURE Act 2.0
Description
The SECURE Act 2.0 (Setting Every Community Up for Retirement Enhancement) has passed, making it the most significant piece of retirement legislation since the original SECURE Act was approved in 2019.
- With a total of roughly 100 provisions - mostly around retirement plans - we need to first get our arms around the key changes and assess the implications.
- The good news is that there are numerous benefits to investors relating to more time to save, more ways to save and more ways to use those funds.
- The challenge is simply absorbing the breadth, depth and timing of the changes. Most of these provisions are effective in 2023 and 2024, however, others are pushed out all the way to 2028.
- In this webinar, we’re going to place our findings under one big umbrella and highlight key changes that you should know about.
Date and Time
Tue, Mar 07, 2023
6:00p - 7:00p EST