Tax credits open door to new retirement plans
SECURE 2.0 provides tax credits for smaller businesses to establish workplace retirement plans.
Tag: Secure 2.0
Top advisor questions from our SECURE 2.0 webinar
Tax credits for start-up retirement plans, Roth strategies and easing rules around RMDs were among the top advisor questions about SECURE 2.0.
SECURE 2.0 creates new backdoor Roth opportunity
Beginning in 2024, the SECURE Act allows unused funds from a college savings plan to be transferred to a Roth IRA in a form of backdoor Roth strategy.
SECURE 2.0 key provisions to impact planning
The SECURE 2.0 Act seeks to enhance retirement savings and will likely impact a variety of retirement planning and tax strategies.
SECURE 2.0 closes in on the finish line
SECURE 2.0 garnered significant bipartisan support in Congress and expands on the goals of the 2019 bill to help people save more for retirement.
Senate vote moves retirement reform one step closer to the finish line
Senate passage of the EARN Act moves retirement reform legislation closer to a vote before both chambers of Congress.
For retirement reform, the next stop is the Senate
Following House passage of the retirement reform bill known as SECURE 2.0, the next stop to advance this comprehensive bill will be in the Senate.
SECURE 2.0 clears a key hurdle
The House passed SECURE 2.0 that expands on landmark retirement legislation enacted in 2019.
More clarity on Secure 2.0 retirement bill
A new retirement bill, known as Secure 2.0, recently passed a key House committee and will be considered by the full House at some point.