Planning Opportunities with SECURE Act 2.0

SECURE Act 2.0 is good for retirement savers. Key Takeaways:   RMD Age Delayed from 72 to 73, then 75 for those born in 1960 & later Expanded Roth savings opportunities Expanded savings opportunities, especially for pre-retirees   It’s becoming a holiday tradition.  On the morning of Christmas eve, I sat down to a cup […]