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SECURE 2.0 Act for Retirement Plan Sponsors

SECURE 2.0 Act for Retirement Plan Sponsors

The SECURE 2.0 Act of 2022 provided a number of improvements for individual investors, but many of the new laws affected qualified retirement plan such as 401(k) and SIMPLE IRA Plans. On this episode, Drew and Andrew discuss a few of the main provisions that Retirement Plan Sponsors should know about.

Highlights of SECURE 2.0 Act

Highlights of SECURE 2.0 Act

Just before the new year turned, Congress passed one final piece of legislation that included over 4,000 pages of text. Included in this legislation was Secure 2.0, a follow up to the Secure Act passed in late 2019 to provide flexibility around retirement savings and withdrawals. On this episode, Brooke and Andrew sit down to highlight some of the major provisions that investors should be aware of. 

The January Advisor Roundtable 2023

The January Advisor Roundtable 2023

On the first Roundtable of 2023, the Perry Richey Group advisors highlight the recent passed SECURE Act 2.0, several upcoming events for clients to be aware of and an update on the capital markets as we head into 2023. 

The December Advisor Roundtable 2022

The December Advisor Roundtable 2022

On this episode, The Perry Richey Group Advisor team wraps up the 2022 Roundtable Series by highlighting the upcoming Fed Meeting, and Implications of the November Midterm Elections, and discussing topics to consult with your CPA or tax advisor on before the end of the year.