In the ever-evolving landscape of retirement planning, few legislative changes have been as impactful as the SECURE Act of 2019—until now. Enter SECURE Act 2.0, a sweeping set of provisions signed into law in December 2022 that further reshapes how Americans save, invest, and withdraw money for retirement.
For many, these changes represent new opportunities—but also new pitfalls. Whether you’re 35 or 75, the decisions you make today could echo for decades.
That’s why having a trusted advisor in your corner has never been more important.
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