Title: Here’s what Secure 2.0 means for you if you’re getting close to retirement
Article Snip: "...Because there are more than 90 provisions in Secure 2.0, there are other changes that could impact your retirement planning. For instance, there are modifications related to annuities and qualified charitable distributions that may factor into how you plan financially for your retirement. Additionally, if you’ve lost track of a retirement plan you had at a previous employer, be aware that Secure 2.0 directs the Labor Department to create, within two years, a national online, searchable “lost and found” database. ..."
Reference: www.cnbc.com