United States Capitol Building, on Capitol Hill in Washington DC

The New Retirement Rules: Understanding Secure Act 2.0

Presenters: Matt Murphy & Dave Balakrishnan

Whether you are a Boomer or Gen X’er focused on retirement, Millennials or Gen Z’ers who will be the recipients of a great wealth transfer in the coming decades, The SECURE Act 2.0 passed in Dec 2022 has something in it for you.

  • More ways to save for your retirement.
  • New Rules for Required Minimum Distributions
  • New rules for Surviving Spouse Beneficiaries
  • Enhanced catch-up contributions for your Qualified Plans.

***This workshop is now full***

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