Pretend for a while that you are 40 years old and about to make an additional $10,000 per year with your new job that just started today, January 2, 2024. You are ecstatic about your future, and you go into your new HR manager’s office with all smiles ready to discuss details of your benefits package. You sit down and see that you have a 401(k) available with a Roth option and the ability to...
BFSG Blog
Financial Resources & News
Congress Tells Treasury to Expect SECURE Act 2.0 Technical Fixes
In late May 2023, Congress sent a letter to U.S. Treasury Secretary Janet Yellen and IRS Commissioner Daniel Werfel saying that it will introduce legislation to correct several technical errors in the SECURE Act 2.0. The letter, signed by Senators Ron Wyden (D-OR) and Mike Crapo (R-ID), chair and ranking member of the Senate Finance Committee, respectively, and Representatives Jason Smith (R-MO)...
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