What the SECURE Act 2.0 Means for Retirement Assets & Your Estate Plan
The Updated Legislation May Raise New Issues for Your Estate Plan. Here’s How.
The SECURE Act 2.0 may have advanced retirement planning in several ways while simultaneously creating new wrinkles and potential disruptions in existing estate plans. From minimum distributions to mandatory withdrawals, the rules for retirement accounts have changed with the SECURE Act 2.0.
Find out what it all means for you and your estate plan by getting up to speed with: