On December 23, 2022, Congress passed the Consolidated Appropriations Act of 2023 that included what is commonly referred to as Secure Act 2.0. This much-anticipated bill is a follow-up to the Secure Act passed in 2019 and has far-reaching impact to retirement plans and planning for individuals. We wanted to summarize some of the most important changes made that could impact our clients
4747 West 135th Street, Leawood, KS 66224 | (913) 239-2300 | info@faswealthpartners.com
4747 West 135th Street, Leawood, KS 66224
(913) 239-2300
info@faswealthpartners.com
Investment Advisory Services offered through FAS Wealth Partners, a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. FAS Wealth Partners’ website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Securities may be offered through FAS Corp, an SEC registered broker-dealer and member of FINRA. FAS Corp is an affiliate of FAS Wealth Partners.
© 2023 FAS Wealth Partners | All Rights Reserved