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Secure Act 2.0 Legislative Changes to be Aware of...

Full Circle

At the end of December, legislation was enacted passing The Secure Act 2.0. This was in addition to the previously implemented 2020 Secure Act which now adds even more provisions to help Americans save and plan for a secure retirement.


There are several items of interest in the new Act and we'd like to share some helpful articles that highlight important topics that we feel might pertain to the financial stage of life you happen to be in.


If you have questions about this new legislation, please don't hesitate to get in touch.

We can help navigate how to best take advantage of these new guidelines and requirements.

 
 
 

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Full Circle Financial Planning

4710 W Saginaw Hwy Suite #5

Lansing, MI 48917

email: info@fullcirclefp.com

call/text: 517-225-2570

fax: 517-481-2267

Meetings by appointment in Shelby Township, MI 48316

Securities offered through Sigma Financial Corporation, member (finra.org)FINRA/ (sipc.org)SIPC. Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor.

Full Circle Financial Planning is independent of Sigma Financial Corporation and SPC.

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