What You Need to Know About SECURE 2.0

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. Read More...

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Estate Planning Update: How the SECURE Act Affects IRA Beneficiaries

August 24, 2020

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: In December 2019, Congress passed the Setting Every Community Up for Retirement Read More...

Retirement plan sponsors with woman holding an open sign.

The SECURE Act: What It Means for Your Company’s Retirement Plan

January 2, 2020

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: A bill that comprehensively reshapes the realm of employer-sponsored retirement plans Read More...

SECURE Act depicts community of people on board as three people sit on a bench looking at them.

Setting Every Community Up for Retirement Enhancement (SECURE) Act

January 2, 2020

The SECURE Act contains 29 provisions covering aspects of financial planning and retirement saving. This article helps break down the changes. Read More...