Dennis writing

Jonathan Kerstetter

Secure 2.0 Overview

On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023. “SECURE 2.0” is a spending bill intended to make retirement savings more straightforward and more accessible. It includes many aspects of financial planning and promotes retirement savings. This is a high-level summary addressing the items most likely to affect our clients. […]