How SECURE Act 2.0 Shifts the Retirement Planning Landscape

The SECURE Act brought big changes to planning for retirement when it was signed into law in 2019. Now, its sequel – dubbed SECURE Act 2.0 – has just passed as part of the 2023 budget.  

Watch Jamie Hopkins, Managing Partner of Wealth Solutions at Carson, discuss the bill’s biggest changes during our on-demand webinar “How SECURE Act 2.0 Shifts the Retirement Planning Landscape.” He covers:

  • Changes to the RMD age
  • Automated and catch-up contributions for retirement accounts
  • Incentives for employers to offer group retirement plans
  • …and more!

Watch the webinar to learn helpful insights from industry thought leaders on what impact the midterm elections might have on you.

Fill out the form to watch the on-demand webinar today.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Jamie is not registered with CWM, LLC as an investment advisor representative and does not provide product recommendations or investment advice. 

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