The SECURE Act brought big changes to retirement planning when it was signed into law in 2019. Now, its sequel – dubbed SECURE 2.0 Act – has just passed as part of the 2023 budget.
Though SECURE 2.0 Act’s changes to the retirement landscape aren’t quite as sweeping as the original, there’s still plenty advisors should be prepared for when it comes to handling their clients’ retirement plans.
Join Jamie Hopkins, Managing Partner of Wealth Solutions at Carson, as he discusses the bill’s biggest changes during the upcoming webinar “How SECURE 2.0 Act Shifts the Retirement Planning Landscape.”
