What You Need to Know About SECURE Act 2.0
In this short video series by Sherwood Greer, CFP®, RICP®, principal partner of Gate City Advisors, Greer highlights some of the key changes that came with SECURE Act 2.0. Watch this series to find out how the new bill could benefit you and your financial goals.
Questions? Let's connect.SECURE Act 2.0: RMD Changes
SECURE Act 2.0: Expanded Roth Rules
SECURE Act 2.0: 529 Plan Changes
SECURE Act 2.0: What's a QLAC?
SECURE Act 2.0: 401k Changes
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