Show Notes

SECURE 2.0 Act of 2022 Makes Tax Credit Changes to Retirement Savings Plans

We summarize the Tax Credit changes to the SECURE 2.0 Act for business owners so you can make adjustments to your company's retirement savings plans save more for yourself and your employees.

On December 29, 2022, the Consolidated Appropriations Act of 2023 (HR 2617) was signed into law. 

The Act includes important provisions affecting retirement savings plans which are intended to build upon the 2019 SECURE Act. 

These provisions, collectively referred to as SECURE 2.0, offer many new benefits to employers and employees which are designed to make it more attractive for employers to offer retirement plans and to improve retirement outcomes for employees.

Listen to this episode where Matt and Brandon give you all the details of SECURE 2.0


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