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What You Need to Know About SECURE Act 2.0 

In this short video series by Sherwood Greer, CFP®, RICP®, principal partner of Gate City Advisors, Greer highlights some of the key changes that came with SECURE Act 2.0. Watch this series to find out how the new bill could benefit you and your financial goals. 

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SECURE Act 2.0: RMD Changes

SECURE Act 2.0: Expanded Roth Rules

SECURE Act 2.0: 529 Plan Changes

SECURE Act 2.0: What's a QLAC?

SECURE Act 2.0: 401k Changes

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.

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