Page 35 - Secure Act News Today

In an effort to increase the use of 529 plans for college savings, one such change will allow some excess 529 plan money to be rolled over to ROTH IRAs.

On this episode of Your Financial Choices, Laurie Siebert welcomes Jonathan Ritter CPA, CFP from Valley National Financial Advisors to talk about tax changes and other adjustments made under the new Secure Act 2.0.

The Consolidated Appropriations Act, 2023 (“Appropriations Act”) was signed by President Biden and became law on December 29, 2022. Included in the Appropriations Act is the SECURE 2.0...

Lewes man at The Citadel honored for academic achievement The Citadel announced Jackson Handlin of Lewes was awarded a gold star in recognition of academic achievements during the spring 2022 semester. Gold stars are awarded to cadets and students...

The Secure 2.0 Act of 2022 – a follow-up to the 2019 Secure Act – allows for an increase in "catch-up" contributions for people nearing retirement.

At the tail end of December, President Joe Biden signed Secure Act 2.0 into law. Its name represents an extension of the 2019 Setting Every Community Up for Retirement Enhancement

It took a long time, but SECURE 2.0 finally became law at the end of last year. And it has the potential to affect workplace retirement savings in a big way.

The Secure 2.0 Act of 2022 – a follow-up to the 2019 Secure Act – allows for an increase in "catch-up" contributions for people nearing retirement.

Joel's goal is simple, he wants to you to Save, Invest and Enjoy More of What Matters.

Millions of job switchers forget to bring along their retirement funds. A U.S. lost-and-found database should help reunite people with their money.