SECURE Act 2.0 was signed into law in December 2022, bringing notable changes to qualified retirement plans. This Act included over 90 provisions to be rolled out in stages, several of which took effect at the beginning of 2024.

Join Cassaday & Co.’s Tax Planning Specialist Karolyn Banks, CPA/PFS, MST, as she highlights some key SECURE Act 2.0 changes effective in 2024 and how they could impact your tax and retirement planning.

Click here to register and access this on-demand webinar.

Please note that examples in this presentation are hypothetical, are not statements of clients’ experiences with Cassaday and are presented for illustrative purposes only.