16
March
Understanding SECURE Act 2.0: The New Retirement Rules
Description
The SECURE Act introduces roughly 100 new retirement rules for individuals and businesses, with various effective dates. Good strategies requires a comprehensive review of the new rules and a strategy for investors to succeed in a shifting tax landscape.
What's the Impact?
- The SECURE Act brings the most expansive change to retirement rules in 40 years, affecting individuals and businesses alike.
- Ultimately, the rule changes provide more ways for us to be better savers, and businesses are being urged to make it easier to do so.
- Strategies are key—our collective goal is to understand the new rules and how they relate to your retirement.
Date and Time
Thu, Mar 16, 2023
5:00p - 6:00p EST