IIAR

The Setting Every Community Up for Retirement Enhancements (SECURE) Act increases saving opportunities for Americans. SECURE Act 2.0 was recently passed and contains roughly 90 separate provisions, many of which became effective on January 1, 2023. Below is a summary of some of the more substantial changes:

 

IMPORTANT DISCLOSURES

The IIAR and NRF reserve investment funds are currently managed by Stifel Financial Services under the investment policy established by their respective board of directors. Members of IIAR may use the services of Stifel for personal and business investments and take advantage of the reduced rate structure offered with IIAR membership. For additional wealth planning assistance, contact
your Stifel representative: Jeff Howard or Jim Lenaghan at (251) 340-5044.

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.