The SECURE 2.0 Act was signed into law in late December 2022. While the legislation contains a number of provisions, this alert focuses on the changes most relevant to individuals in their personal planning....more
1/18/2023
/ 401k ,
Compensation & Benefits ,
Employee Benefits ,
Estate Planning ,
Individual Retirement Account (IRA) ,
New Legislation ,
Required Minimum Distributions ,
Retirement ,
Retirement Plan ,
SECURE Act ,
Tax Planning
In March, we sent out an alert about the “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act. Under the CARES Act, for 2020 only, you are exempt from taking the required minimum distribution (RMD) from your 401(k),...more