Client Relationship Associate Maria Malloy, CFP®, contributed the article “The SECURE 2.0 Act and You: How New Legislation Is Enhancing Retirement Planning,” to the October edition of the Elder Law Newsletter for the Oregon State Bar. In it, she details how temporary or expiring policies were made permanent, including provisions related to retirement planning, employer-sponsored retirement plans, catch-up contributions to retirement accounts, Roth IRA funding, and charitable contributions, among others. To read the newsletter, click the image below.
