Retirement

Secure 2.0 Revisited

Last week I provided a concise breakdown of the major changes to retirement account regulations brought about by the passage of the SECURE act of 2022. For more information about this new law check out my article on the topic that ran on 1/11. Today however, I wish to comment [...]

By Luke Davis|January 18th, 2023|Categories: 401(k), Investment Management, Personal Finances, Retirement|Tags: Saving, Emergency fund, Retirement, Secure Act 2022|

Secure 2.0, What’s in it and why it matters

In the midst of all the chaos that comes with the whole Christmas season, you may not have realized that as part of the massive Omnibus Bill signed by Congress to avert a government shutdown, significant legislation was passed related to your retirement accounts. The SECURE Act of 2022 commonly [...]

By Luke Davis|January 10th, 2023|Categories: Investment Management, Personal Finances, Retirement, Taxes|Tags: Security, Legislation, Retirement, Secure Act 2022|