SECURE 2.0, if it becomes law, will change many aspects of retirement from extending the age for RMDs to catch-up provisions to existing developments for employer matches for employees making student loan payments. There are at least 14 significant changes this legislation can bring about. Join Larry Pon, CPA for a walkthrough of the changes and what it may mean to your clients.
05.25.2022 - Secure 2.0
How SECURE 2.0 can Change Retirement Planning
Presented by Larry Pon, CPA,