Source: D&Y Blog

D&Y Blog SECURE Act 2.0 Retirement Planning Update

Congress just passed a $1.7 trillion-dollar Omnibus Spending Bill named the "Consolidated Appropriations Act of 2023." This bill includes a few significant changes to retirement planning in what is being dubbed "SECURE Act 2.0." The original "SECURE Act" was passed into law in December 2019 and made various changes to IRA provisions, such as pushing Read More »The post SECURE Act 2.0 Retirement Planning Update appeared first on D&Y Wealth Advisors San Diego.

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Est. Annual Revenue
$5.0-25M
Est. Employees
25-100
Dale E Yahnke's photo - Co-Founder & CEO of D&Y

Co-Founder & CEO

Dale E Yahnke

CEO Approval Rating

89/100

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