Secure Act 2.0 – Key Provisions and Dates As part of the Consolidated Appropriations Act of 2023, the SECURE 2.0 Act of 2022 (Secure 2.0) was enacted on December 29, 2022. Secure 2.0 continues to modify and expand upon provisions included in the original Secure Act of 2019. While there was a plethora of changes
The Financial Planning process is based on a mutual respect between the client and planner. Each person’s needs and goals must be assessed, before an individualized financial plan is developed.