President Biden signed the 2023 Omnibus Appropriations package on December 23, 2022.
Included in this funding bill for federal government operations was the SECURE 2.0 Act. The new version of the 2019 SECURE Act has key implications for retirement plans and outcomes.
Here’s a summary of 15 important SECURE 2.0 Act changes that you should know.
Updated February 13, 2026, at 3:49 PM Succession planning for a family business is often top-of-mind for business-owning clients as they near retirement. And for good reason. Family business succession plans are …
Updated August 6. 2024, at 1:28 PM Indexed universal life (IUL) vs. whole life insurance: which one is more beneficial and what are the differences? The truth is, “best” is often subjective …