The SECURE 2.0 legislation included in the $1.7 trillion appropriations bill passed late last year builds on changes established by the original...
In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect in...
In late May 2023, Congress sent a letter to U.S. Treasury Secretary Janet Yellen and IRS Commissioner Daniel Werfel saying that it will introduce...
Learn about the new 72(t) exceptions added to the SECURE 2.0 Act, which can exempt early retirement account withdrawals from the 10% federal income...
Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress last week and expected to be signed by President Biden were...