January 11, 2023

Focus Weekly Perspectives | 3 Key Changes in the SECURE Act 2.0

In late 2022, Congress passed the much-anticipated SECURE Act 2.0.

In this edition of Focus Weekly Perspectives, Chief Planning Officer Jeffrey Levine shares three of the most important components of this bill and how it may impact you for years to come.

Category

Retirement

Content Topics

About the Author

Jeffrey Levine

Chief Planning Officer

Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Focus team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.