SECURE 2.0: Preparing for 2024

SECURE 2.0: Preparing for 2024

Recorded Nov. 14, 2023

In this webinar, leading experts Erica McFarquhar, Managing Vice President, Deputy General Counsel at MissionSquare Retirement, and Mike Hadley, Partner at Davis & Harman, LLP provide:

• A refresher on past SECURE 2.0 provisions, including the delayed Roth mandate
• IRS implementation guidance
• Upcoming key provisions

Disclaimer:SECURE 2.0 is evolving and new guidance continues to be shared. Information presented in this webinar reflects our understanding of the act and provisions at the time it was recorded on Nov. 14, 2023.

MissionSquare Retirement does not offer specific tax or legal advice. The information presented here is for educational purposes only and is not to be construed or relied upon as investment advice. It is recommended that individuals consult with their personal finance advisor prior to implementing any financial or tax strategy.