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Innehåll tillhandahållet av Steinbacher, Goodall & Yurchak. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Steinbacher, Goodall & Yurchak eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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SECURE 2.0: What You Really Need to Know

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Manage episode 363076181 series 2840542
Innehåll tillhandahållet av Steinbacher, Goodall & Yurchak. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Steinbacher, Goodall & Yurchak eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

This episode is a recording of a webinar originally presented to current clients of our firm and professionals, which we're now making available to everyone. In it, Attorneys Julie Steinbacher and Landon Hodges go over in detail some of the changes brought about by the passage of SECURE 2.0, which was signed into law on Dec. 29, 2022. SECURE 2.0 is a continuation of the original SECURE Act, which became law in December 2019. Both pieces of legislation are primarily designed to increase and facilitate access to retirement savings and lower employers' costs of offering and funding retirement plans, but they also have several provisions that could affect individuals' estate planning. Even though most of the SECURE 2.0 provisions aren't effective until 2024 or later, the time to plan is NOW!
If you would like to schedule an initial consultation with our firm to begin your estate planning, visit ChatwithSGY.com to book a free introductory information gathering session.

  continue reading

122 episoder

Artwork
iconDela
 
Manage episode 363076181 series 2840542
Innehåll tillhandahållet av Steinbacher, Goodall & Yurchak. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Steinbacher, Goodall & Yurchak eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

This episode is a recording of a webinar originally presented to current clients of our firm and professionals, which we're now making available to everyone. In it, Attorneys Julie Steinbacher and Landon Hodges go over in detail some of the changes brought about by the passage of SECURE 2.0, which was signed into law on Dec. 29, 2022. SECURE 2.0 is a continuation of the original SECURE Act, which became law in December 2019. Both pieces of legislation are primarily designed to increase and facilitate access to retirement savings and lower employers' costs of offering and funding retirement plans, but they also have several provisions that could affect individuals' estate planning. Even though most of the SECURE 2.0 provisions aren't effective until 2024 or later, the time to plan is NOW!
If you would like to schedule an initial consultation with our firm to begin your estate planning, visit ChatwithSGY.com to book a free introductory information gathering session.

  continue reading

122 episoder

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