SECURE Act 2.0: What you need to know!
Date and Time
Thursday May 4, 2023
8:30 AM - 9:30 PM EDT
Thursday, May 4th at 8:30am
Location
Manor House
7440 Mason Montgomery Rd, Mason, OH 45040
Fees/Admission
RSVP to Beth at 513-600-4540 or online at https://www.everestfinancial.net/events
Contact Information
Beth 513-600-4540
Send Email
Description
In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement. The law is called SECURE 2.0, and it is a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act passed in 2019. With the passage of the SECURE 2.0 Act into law, many individuals are concerned how this affects them. Join us to learn how the new laws will affect your retirement planning. A light brunch will be provided.