The SECURE Act, enacted into law in 2019, changed the rules on contributions and distributions to retirement plans. However, the guidance on this law and its impact on retirement plans has been evolving in recent months. The latest update came in early February 2023 and since then, we have learned of new developments which could impact retirement plans.

Join VonLehman CPA & Advisory Firm, HORAN, and Graydon on Tuesday, May 2nd as we focus on the tax incentives and disincentives as well as updated guidance for Secure 2.0. You will hear from representatives from each sponsor party who will answer your questions and help clear up misconceptions of recent changes.