Secure Act 2.0: A Closer Look

Recently, a proposed expansion of the Secure Act known as Secure Act 2.0 was introduced in Congress. This expansion includes additional provisions that aim to further improve retirement security and address other financial issues faced by Americans, such as healthcare and Social Security.

In this episode, we'll take a closer look at the key changes in Secure Act 2.0 and explore the potential benefits and drawbacks of these changes.

As discussed in the episode, here is a link to the Michael Kitces article on Secure Act 2.0:

Secure Act 2.0: Detailed Breakdown Of Key Tax Opportunities (kitces.com)

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This podcast is for informational purposes only. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon only when coordinated with individual professional advice. StatonWalsh and Founder’s Financial Securities do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.

Ryan Staton is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.

Devin Walsh is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.

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