Broker Check
21 March
Understanding the Secure Act 2.0

Description

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.

The law is called SECURE 2.0, and it's a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in 2019.

The sweeping legislation has dozens of significant provisions, so to help you see what changes may affect you, we invite you to join us on Tuesday, March 21st for a complete overview with our friends at Tax Office SF.

Date and Time

Tue, Mar 21, 2023

12:00p - 1:00p PST

Location

Zoom

PT1H

Event Registration