Latest News

SECURE 2.0 Offers Financial Opportunities for Retirees

It’s been around for a while now, but it’s always good to have a refresher on the provisions enacted in SECURE 2.0 and their potential benefit for those managing their retirement goals. For example, the changes to when required minimum distributions must commence can aid in the arrangement of cash flow in retirement, while adjustments in the amount of IRA catch-up contribution limits could help reach specific goals. Those are just two of the Act’s changes…the major portions are recapped in a post by Ameriprise Financial, which you can read in full here.

This posting is presented for informational purposes only and does not represent legal or financial guidance. Any opinions or interpretations presented are either those of the original author or, in the case of articles authored by the AMAC Foundation, are the opinions of AMAC Foundation staff, originally trained and accredited by the National Social Security Association (NSSA) and certified via the AMAC Foundation. Any links included in the article are valid on the posted date; socialsecurityreport.org cannot guarantee the duration of the links’ validity. NSSA and the AMAC Foundation and its staff are not affiliated with or endorsed by the Social Security Administration or any other governmental entity. To submit a question, visit our website (https://amacfoundation.org/services/) or email us at ssadvisor@amacfoundation.org. Because we are a non-profit organization, there is no charge for these services.

Website by Geiger Computers