As you may know, Congress passed SECURE 2.0 as part of the fiscal 2023 spending package. This bipartisan retirement security legislation could present opportunities for your retirement savings strategy. Provided below is a link that includes a summary that highlights some of the key changes, as well as some additional detail regarding the specific provisions. Please feel free to contact me at garyh@velocitycommunity.org and/or through my phone number, 561-625-2399, if you would like to discuss how these changes may impact you.
Secure Act 2.0: Top 10 Provisions
LPL Tracking #1-05353556