Secure Act 2.0 Part One

1/21/23: The Secure Act 2.0, recently passed by Congress and signed into law by President Biden, is a far-reaching document that will change the game for most Americans, including retirees, retirement plan participants, small business owners, and families paying for education.

It’s important to remember that most provisions do not take effect until 2024 or later, so you have plenty of time to adjust your strategy.

To help us break it down, we're joined this weekend by Brent Weiss, co-founder at Facet Wealth. If you want to review anything we discussed on the show, Facet has a very useful guide on Secure 2.0.