Baby Boomers are predicted to pass on more than $68 trillion to their children in what’s being called the Great Wealth Transfer.1
The SECURE 2.0 Act builds on a list of existing exceptions to the 10% federal income tax penalty for early withdrawals from tax-advantaged retirement accounts.
A lot happened in the first quarter of the year. Below, we recapped everything this period brought – as well as what you can expect moving forward.