News & Articles

The SECURE 2.0 includes a host of provisions affecting the rules for qualified retirement plans (401(k), 403(b), etc.) and their administration.  With time, as the new law is interpreted and applied, nuances will become clearer. It’s important to continue to review all aspects of your financial plan and tax strategies to ensure that you understand how you and your family have been affected. Don't hesitate to contact me if you have any questions.

Peace,

Will

What You Need To Know About Secure 2.0