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.
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:
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