7661 Beechmont Avenue, Suite 200, Cincinnati, OH 45255

(513) 233-0715
[email protected]
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SECURE 2.0 Act

January 03, 2023

Happy New Year from all of us at RDFA.  We hope 2023 is off to a great start for you.

In late December, SECURE 2.0 Act was signed into law in the massive omnibus bill passed by Congress.  Believe it or not, the text for SECURE 2.0 started on page 2046 of the legislation!!  I've attached a piece that was written just prior to passage  that outlines key provisions of the Act.

SECURE 2.0 Act

We will certainly be talking with clients about the new rules, and how it impacts their particular situation.  If you have any specific questions, don't hesitate to let us know.

Have a great week.

Contact

Office: (513) 233-0715

7661 Beechmont Avenue,

Suite 200

Cincinnati, OH 45255

[email protected]

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2024 FMG Suite.

The content is developed from sources believed to be providing accurate information.  The information in this material is not intended as tax or legal advice.  Please consult legal or tax professionals for specific information regarding your individual situation.  Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest.  FMG Suite is not affiliated with Ritter Daniher.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security or as specific investment advice for an individual’s situation.

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