Secure Act 2.0: A Closer Look

Wealth Builders - A StatonWalsh Podcast

Recently, a proposed expansion of the Secure Act known as Secure Act 2.0 was introduced in Congress. This expansion includes additional provisions that aim to further improve retirement security and address other financial issues faced by Americans, such as healthcare and Social Security.

In this episode, we'll take a closer look at the key changes in Secure Act 2.0 and explore the potential benefits and drawbacks of these changes.
As discussed in the episode, here is a link to the Michael Kitces article on Secure Act 2.0:
Secure Act 2.0: Detailed Breakdown Of Key Tax Opportunities (kitces.com)

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Ryan Staton is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.
Devin Walsh is an Investment Advisor of, and securities offered through, Founders Financial Securities, LLCMember FINRA/SIPC and Registered Investment Advisor.
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