With the recent passage of SECURE Act 2.0, many sweeping changes to retirement planning landscape will be implemented in the coming years. We have summarized the key dates to keep in mind for planning purposes. Contact your Summit Financial advisor to discuss how these changes will impact your retirement planning.
Please click "Read More" below to view the full document which outlines the dates of the most impactful provisions.
Key Provisions of SECURE Act 2.0 Since the passage of the “Setting Every Community Up For Retirement Act” (SECURE Act)...
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As 2022 draws to a close, there are a number of actions clients may consider prior to year-end to strengthen...
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On Tuesday, August 16, 2022, President Biden signed into law the “Inflation Reduction Act,” a bill that passed the House...
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