
January 11, 2023
Presented by Tom Kennedy, CFP®: On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, an omnibus spending bill that includes the SECURE 2.0 measure (a.k.a. the Securing a Strong Retirement Act 2.
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August 24, 2020
Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: In December 2019, Congress passed the Setting Every Community Up for Retirement
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January 2, 2020
Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: A bill that comprehensively reshapes the realm of employer-sponsored retirement plans
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January 2, 2020
The SECURE Act contains 29 provisions covering aspects of financial planning and retirement saving. This article helps break down the changes.
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