
SECURE Act 2.0 Highlights
With the passing of the SECURE Act 2.0, we are sharing a few of the legislative highlights that may play an important role in your financial plans.
With the passing of the SECURE Act 2.0, we are sharing a few of the legislative highlights that may play an important role in your financial plans.
The SECURE 2.0 Act of 2022 has a new provision which could make it easier to preserve the tax-free status of unused funds in 529 plans.