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    SECURE 2.0 Act Reminders

    As discussed in our post on January 3, 2023, the SECURE 2.0 Act was enacted on December 29, 2022, and it makes substantial changes to the rules for retirement accounts.

    We also have a video discussing some of the aspects of the new law.

    It is time to start planning for the new rules that will take effect in 2024.

    We will discuss the new rules, along with strategies, logistics and other considerations in our seminars in December and January. If you are not already registered, register here.

    The information provided herein is provided with the understanding that the author and publisher are not engaged in rendering legal, accounting or other professional service. As such, M + O = CPE, Inc. and the author disclaim any responsibility or liability for the information supplied herein or the application of said information.