In what’s been dubbed The Great Wealth Transfer, Baby Boomers are predicted to pass on more than $68 trillion to their children.1
The SECURE Act 2.0 legislation, included in the $1.7 trillion appropriations bill passed late last year, builds on changes established by the original Setting Every Community Up for Retirement Enhancement Act (SECURE 1.0) enacted in 2019.
With recession anxiety at an all-time high, many Americans like you are searching for ways to fortify their finances.