Five Ways SECURE 2.0 Changes the Required Minimum Distribution Rules
The SECURE 2.0 legislation included in the $1.7 trillion appropriations bill passed late last year builds on changes established by the original Setting Every Community Up for Retirement Enhancement Act (SECURE 1.0) enacted in 2019. SECURE 2.0 includes significant changes to the rules that apply to required minimum distributions from IRAs and employer retirement plans.
What Important Issues Should You Consider Regarding Changes Made by the SECURE Act 2.0?
SECURE Act 2.0 implements several changes that affect many different areas of financial planning. This checklist highlights important changes that may affect you, including RMD changes, employer contributions updates, new 529-to-Roth transfer, and more.
The Northland Windward office is moving!
Our new Kansas City North office is being renovated and will open by 3/1/2023. Our address will be:
851 NW 45th St., Suite 106
Kansas City, MO 64116
Photo of the Week
The Osborne family pictured at the Chiefs Superbowl LVII Victory Parade on Wednesday. Eli’s football was autographed by wide receiver Justin Watson at the parade!
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