Financial Advantage w/ Douglas Marion – Fall Preparation: Back-to-School Tips
- The Financial Advantage
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.
The law is called SECURE 2.0, and it’s a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in 2019.
The sweeping legislation has dozens of significant provisions, so to help you see what changes may affect you, Douglas Marion broke the major provisions of the new law into four sections.
