Secure Act 2.0 : Learn About the Impacts of This New Law

retirement, legislation, tax, policy

Dear WIT Capital Clients,

We hope all of you had a wonderful summer!

Please find enclosed a summary of key provisions of the Secure Act 2.0 that was passed into law by congress at the end of 2022. We have been looking for a well-thought out and well written information piece that we could circulate to our clients, so that in the event you have read anything about the Secure Act 2.0 and were curious if you were or will be personally affected, you have a very helpful reference document available.

If after reviewing the information you have any questions that you would like to talk about or are interested in discussing, please feel free to give us a call at your leisure.

Thank you for the continued opportunity to be of service on your accounts and enjoy the rest of your summer!

The WIT Capital Team

Click Here to read "Secure Act 2.0 : Learn About the Impacts of This New Law"

WIT Capital, Equitable Advisors and its associates do not provide tax or legal advice. LPL Financial, member FINRA, SIPC, is the author of this presentation and is the clearing broker-dealer for Equitable Advisors, LLC. Equitable Advisors and LPL Financial are not affiliated.

PPG-5871225.1 (8/23)(Exp. 8/25)