What’s in the New Legislation?
You may have heard that new legislation, the Consolidated Appropriations Act of 2023, passed which included the retirement bill, SECURE 2.0 Act of 2022 (SECURE 2.0).
What’s in it? There are big changes coming for retirement savings that will have significant impacts for certain individuals, which makes knowing the details that much more important.
View our highlights below. We have also included some templated language you can use to share this important information with clients.
Upcoming Webinar
It’s Not Déjà Vu: Introducing the Newest Retirement Tax Legislation from Securian
Join Ann Hagerty, Advanced Sales Counsel, to hear detailed highlights on this new legislation and the impact it may have on your clients.