A few weeks ago, the U.S. House of Representatives overwhelmingly passed (with a vote of 414-5) the “Securing a Strong Retirement Act of 2022” (also known as the SECURE Act 2.0). Although the Senate is supposed to take up a version of its own bill soon, and this is not law yet, we do expect some version of this bill to be passed by year-end.

At 139 pages in length, you have many more exciting things to do with your time. So we thought we’d emphasize the six most relevant changes that would impact most clients:

One: Pushing back the starting age for Required Minimum Distributions (RMDs) again > SEE MORE

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Waypoint Wealth Management