SECURE

SECURE 2.0 — What Does It Mean For You?

The SECURE Act…Setting Every Community Up For Retirement Enhancement (SECURE) was initially enacted in 2019.  In late December 2022, Congress enacted the Consolidated Appropriations Act, a spending Bill that included significant changes to retirement planning, contributions, and distributions.  Known as the Secure Act 2.0 of 2022, it includes a number of retirement, tax, and other…

Highlights of The Spending Package’s Tax Law Changes

The federal government spending package titled the Further Consolidated Appropriations Act, 2020, does more than just fund the government. It extends certain income tax provisions that had already expired or that were due to expire at the end of 2019. The agreement on the spending package also includes the Setting Every Community Up for Retirement…

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