Secure 2.0 Updates: Changes to Know for Retirement | 1 hr (2/7/23)

As part of the fiscal 2023 spending package, Congress passed SECURE 2.0 to incentivize retirement savings. These changes could create opportunities for your retirement savings strategy. We will do a brief overview highlighting the key changes you need to know about, including tax credits, required minimum distributions, catch-up and self-correction, contributions, and rollovers. Brian Bohnsack, Senior Vice President, and Mike Rogers, President of 360 Financial, will guide you through the changes and how they impact you and your retirement. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through 360 Financial, a registered investment advisor and separate entity from LPL Financial. © 2023 360 Financial 849 Lake Street E Wayzata, MN 55391 Phone: 952-542-8900 www.360financial.net