January 11, 2023

Secure Act 2.0 & Its Impact On Your Retirement Plans

If you follow the news or read our most recent blog post, you’re aware that The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 has been passed, and with it comes several changes that will roll out over the next few years.

To help make these lengthy legislative changes more digestible and to get an idea of how they may impact your retirement planning, please watch the brief video below from Kaydan Wealth’s Founder and Sr. Wealth Advisor, Jim Kruzan, CFP®, CRPC®.

Though some of these changes won’t take immediate effect, there may be some proactive planning we should consider. Give us a call at 810-593-1624 if you have questions or need to discuss changes to your retirement plans – we’re always ready to chat!

Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results. This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax professional.

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