The Senate ushered in the New Year with a bang by passing SECURE 2.0 on December 22, 2022. SECURE 2.0 includes many updates to the sweeping changes brought about under 2019’s original.
Employers are the newest contenders for the rollover assets from your retirement plan. Here’s what to consider when leaving your job and choosing whether to leave your money in your old employer’s defined contribution plan or roll it over to an IRA.