As a consultant on the tax laws that govern individual retirement accounts and employer plans, I get many questions from advisors and wealth managers about the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) and SECURE 2.0 Act of 2022. Some of these questions arose during a recent Trusts & Estates webinar in which I participated.1 Here are some of the common questions I get and the answers.
All access premium subscription
Please Log in if you are currently a Trusts & Estates subscriber.
If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.
Questions about your account or how to access content?
Contact: [email protected]
0 comments
Hide comments