Beginning with the Tax Cuts and Jobs Act otherwise known as “Trump Tax Reform” that was passed at the end of 2017, Americans have seen significant new tax legislation passed almost annually. As we enter 2023, it appears the rate of change in tax and retirement rules is not about to slow down anytime soon with President Biden signing the SECURE Act 2.0 into law on December 29th, 2022.  In this episode, we discuss how the Secure Act 2.0 makes significant changes that will impact retirement and tax planning for many families and will provide new opportunities for those who proactively adjust to the changes. If you are approaching retirement or reviewing your own tax planning strategy, we think you’ll enjoy this episode. Thanks for listening!

For those who are interested in even more detail about the SECURE Act 2.0, check out our blog post covering the same topic at https://pw-wm.com/learn/tax-planning/secure-act-2-0-new-tax-law-new-opportunities/.