On December 29, 2022, President Biden signed the Consolidated Appropriations Act of 2023. The act includes over 350 pages of new retirement plan rules that comprise the much-anticipated SECURE Act 2.0.
SECURE 2.0 implements a long list of significant changes to the tax code as it relates to retirement plans.
In this section of our blog dedicated to SECURE Act 2.0 we will focus on the new rules that specifically impact self-directed plan holders.
Since the Consolidated Appropriations Act of 2023 was signed by President Biden on December 29, 2022, we have been reviewing the details. At over 350 pages, there is a lot to sort through. The omnibus budget package consolidated retirement rules…
On December 29, 2022, President Biden signed the Consolidated Appropriations Act of 2023. The act includes over 350 pages of new retirement plan rules that comprise the much-anticipated SECURE Act 2.0. SECURE 2.0 implements a long list of significant changes…
