The House has Passed SECURE Act 2.0

While 2.0 is more of a legislative continuation rather than a sweeping overhaul, there are still some need-to-know provisions to keep an eye on.

 

 

The SECURE Act created a vital need for conversations with clients about their retirement and legacy planning. If you have clients that need an analysis of how the SECURE Act affects them, contact our Estate Planning Specialist, Sean Link, JD. at sean.link@ubsnet.com or 412-201-7950.