The Journal of Financial Planning recently published an analysis of the SECURE 2.0 Act co-written by Christian Koch, a Poole College finance lecturer.
In “Reexamining the SECURE 2.0 Act for 2024: Previous, Current, and Future Considerations,” Koch and four peers explain how newly effective provisions of the 2022 law will affect retirement savings for both employers and employees.
“The SECURE 2.0 Act is wide-ranging in scope, (and) planners must remind clients of the many retirement-related obligations imposed by the act and key
provisions that first go into effect in 2024 and beyond,” reads the paper, which was published in the journal’s July 2024 edition.
- Categories:
