Secure Act
-
This month’s Ask the CFP® question is What did Congress change in SECURE Act 2.0? Within the large appropriations bill passed by Congress in December of 2022 were multiple changes to retirement accounts and tax…
-
Many estate plans need to be adjusted after the government made major changes to how retirement plans are accessed, taxed and distributed with the “Setting Every Community Up for Retirement Enhancement Act” (SECURE Act). This…