WEBINAR: Secure 2.0 Updates: Changes to Know for Retirement

February 9, 2023

February 7, 2023

Secure 2.0 Updates: Changes to Know for Retirement

As part of the fiscal 2023 spending package, Congress passed SECURE 2.0 to incentivize retirement savings. These changes could create opportunities for your retirement savings strategy. We will do a brief overview highlighting the key changes you need to know about, including tax credits, required minimum distributions, catch-up and self-correction, contributions, and rollovers.

Brian Bohnsack, Senior Vice President, and Mike Rogers, President of 360 Financial, will guide you through the changes and how they impact you and your retirement.

Download the Key Takeaways

As you watch, if you have any specific questions or concerns, please don’t hesitate to reach out to our team!

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    You can schedule a 15-minute introductory call to ask questions and find out how we can help you.

    Schedule a 15-Minute Call