Let’s face it, news headlines regarding legislation from the SECURE 2.0 Act of 2022 – and even the stories that follow – can leave you wondering how those changes apply to you. To help give you insight to some of the most significant changes, we are providing a summary checklist that groups the changes by the year they take effect.

If you answer yes to any of these questions, be sure to consult with your accountant and your financial advisor as individual situations may vary. For more information, contact the PBMares Wealth Management team.

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PBMares Wealth Management