SECURE ACT 2.0 – 4 THINGS YOU NEED TO KNOW NOW

In December 2019, the original SECURE Act was passed, bringing significant changes to the post-death tax treatment of qualified retirement accounts. Now, in its new Final Regulations of the SECURE Act 2.0 issued on July 18, 2024, there are more than 90 provisions that cover all types of retirement savings plans. Some requirements are in […]