Revised & Updated!
The SECURE Act 2022

Foreword written by Ed Slott, CPA, President and Founder of Ed Slott and Company, LLC and Professor of Practice at The American College of Financial Services.

I look at our financial lives as a long journey that has peaks and valleys throughout. I often use Mount Everest as a metaphor to illustrate that point. If you think of your retirement day as reaching the top of your personal Mount Everest, the rest of your life is the descent.

Unfortunately, most people’s retirement plans fail after they retire, or on the way down from the mountain. In some ways, it’s easier to get to retirement, or go up the mountain, than to stay retired.