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SECURE Act 2.0

SECURE Act 2.0: Updates to Employer Sponsored Plans

Tyler Pearson Wealth Planner HFG Trust

On December 29th, 2022, President Biden signed the SECURE Act 2.0 into law, just six days after the legislation had passed through the United States Congress. The goal of this new bill is to incentivize more employers to offer retirement savings benefits and remove some of the barriers to retirement saving for American workers. In […]

SECURE Act 2.0 and Required Minimum Distributions

Brent Schafer Wealth Planning Manager & Financial Advisor HFG Trust

On December 29, 2022, the SECURE Act 2.0 was signed into law. The act updates the rules surrounding retirement savings accounts and will have effects on almost every stage of saving for retirement. This new legislation builds upon the SECURE Act of 2019, that adjusted the rules on saving for retirement and withdrawing money from […]