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SECURE Act 2.0: An Overview

Congress passed Secure 2.0 at the end of 2022 see how it impacts you in a comprehensive overview.

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Securities offered through Cetera Wealth Services, LLC, member FINRA / SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Thomas S Metcalf is an Investment Advisor Representative, and Kristy Smith is a Non-Registered Associate of Cetera Wealth Services, LLC. Cetera is under separate ownership from any other named entity.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or tax advice.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Advisor Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Advisor Representative who can offer both types of services.
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Financial Insights

SECURE Act 2.0: An Overview

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