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Knowledge Is Power

Industry Insights Right at Your Fingertips

SECURE Act 2.0 - What You Need To Know

On December 29, 2022, SECURE Act 2.0 was made law through the Consolidated Appropriations Act of 2023. Key components of the act include changes to Required Minimum Distribution (RMD) starting ages, changes to retirement plans, and the ability to rollover 529 assets to Roth IRAs.

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The Importance of Avoiding Probate

Planning for one’s death can be daunting, but it is important to consider how your estate should be settled prior to your passing. If proper planning does not occur, you can open your family and loved ones up to added costs and significant delays of receiving their inheritance.

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