The SECURE 2.0 Act introduces more than 90 changes to the rules around retirement savings. Many of these changes create opportunities and add flexibility, but they may also introduce greater complexity to your financial plan.
With so many new changes set to roll out over the next few years, it’s easy to get overwhelmed. What’s changing? How will it affect you? What do you need to do or change to get the most benefit from this new legislation?
Watch the webinar below to learn more as Brian Cochran and Cole Leonida from John Moore Associates discuss these upcoming retirement planning changes.