How SECURE 2.0 Act Shifts the Retirement Planning Landscape

The SECURE Act brought big changes to retirement planning when it was signed into law in 2019. Now, its sequel – dubbed SECURE 2.0 Act – has just passed as part of the 2023 budget.

Though SECURE 2.0 Act’s changes to the retirement landscape aren’t quite as sweeping as the original, there’s still plenty advisors should be prepared for when it comes to handling their clients’ retirement plans.

Join Jamie Hopkins, Managing Partner of Wealth Solutions at Carson, as he discusses the bill’s biggest changes during our on-demand webinar “How SECURE 2.0 Act Shifts the Retirement Planning Landscape.” He covers:

    • Changes to the RMD age 
    • Automated and catch-up contributions for retirement accounts 
    • Incentives for employers to offer group retirement plans 
    • And more! 

Watch this webinar now by filling out the form!

The information included herein is for informational purposes and is intended for use by advisors only, and should not be copied, reproduced, or re-distributed without the consent of CWM, LLC. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC is a nationwide partnership of advisors.