SECURE Act Archives - Legacy Wealth Management

SECURE 2.0 Act – Your Retirement is Changing

SECURE 2.0 Act – Your Retirement is Changing

On December 23, 2022, President Biden signed a $1.7 trillion budget bill. The bill includes a number of provisions that directly effect the retirement planning

By Dan Funderburk|2023-01-10T14:57:04-07:00January 10th, 2023|Categories: Articles|Tags: 401(k), 403(b), Deferrals, retirement, SECURE Act|0 Comments

Spring Newsletter 2021

Spring Newsletter 2021

Spring is in the Air Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In

By Sondra Pace|2022-03-09T14:48:00-07:00April 5th, 2021|Categories: Newsletters|Tags: election, fraud, Government, Roth IRA, SECURE Act, stimulus, Stock Market, tax-advantaged, unemployment|0 Comments

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