March 7, 2023

Secure Act 2.0- Implications for Retirees and Retirement Savers

Secure Act 2.0- Implications for Retirees and Retirement Savers

In the final days of 2022, Congress passed a massive 4,155-page spending package that included SECURE Act 2.0, providing numerous changes to retirement savings and distribution rules. Bob Paolucci, Founder and CEO of Principle Wealth Partners, and Julina discuss some of the law's key provisions and potential implications for retirees and retirement savers.

To watch this video which includes the slides, please click here:

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Connect with Julina Ogilvie:
LinkedIn- @julinaogilvie

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at by searching with PWP’s CRD #290180