SECURE 2.0: What You Really Need to Know

Second Half of Life Podcast

This episode is a recording of a webinar originally presented to current clients of our firm and professionals, which we're now making available to everyone. In it, Attorneys Julie Steinbacher and Landon Hodges go over in detail some of the changes brought about by the passage of SECURE 2.0, which was signed into law on Dec. 29, 2022. SECURE 2.0 is a continuation of the original SECURE Act, which became law in December 2019. Both pieces of legislation are primarily designed to increase and facilitate access to retirement savings and lower employers' costs of offering and funding retirement plans, but they also have several provisions that could affect individuals' estate planning. Even though most of the SECURE 2.0 provisions aren't effective until 2024 or later, the time to plan is NOW!
If you would like to schedule an initial consultation with our firm to begin your estate planning, visit ChatwithSGY.com to book a free introductory information gathering session.