A Brand-New Year and Still so Much to Talk About!

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On last week’s show, CPA Jon Sluis talked about the tax law changes brought about by the SECURE 2.0 Act of 2022, which was signed into law by President Biden on December 29, 2022. Unfortunately, because there was so much to discuss and so many changes, we could only scratch the surface.

So for todays’ show, we’ll continue the discussion and share even more information as it’s disseminated to us. We’ll also interpret and clarify this new information, and hopefully address all your questions and concerns. The changes brought about by the SECURE 2.0 Act were so sweeping that Ed Slott has devoted his entire January newsletter to this subject matter. It’s not often we see something of this magnitude, and the impact may be rather significant to you in the future!