Say Hello to SECURE 2.0

 SECURE 2.0 – enacted into law at year-end – impacts retirement planning now and later. Its aim: to broaden retirement plan coverage and boost retirement plan savings. Some 90+ rule changes impact IRAs and employer plans. Get up to speed on what’s new. Then look to Lafayette for help with related sales starters. 

• Get to Know SECURE 2.0 (Part I): Changes effective now
• Get to Know SECURE 2.0 (Part II): Changes effective later
• Get to Know SECURE 2.0 (Part III): Context, strategies and opportunities 
• 10 Things to Know about SECURE 2.0: Client-approved overview