Our goal for Investment Perspectives is for it to be one of the ways that we communicate our thinking (past and present) to clients and the general public. We believe that investing is an iterative process and we know of no better way to test our own thinking than to share it with others. We encourage readers to send us their thoughts or questions.
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The SECURE Act 2.0: What You Need to Know
The SECURE Act 2.0 was recently passed into law, and it is an update to the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which was originally signed into law in 2019. Both iterations of the SECURE Act are designed to help or provide incentives for people to save for retirement. This is in no way meant to be a comprehensive review of the new provisions (92 in total!) but rather, a curated collection of the provisions that are most likely to impact you, either immediately or in the future.
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