Miller Wealth Group

1011 3rd St. N. Jacksonville Beach, FL 32250

Understanding the SECURE 2.0 ACT Retirees

Given the breadth of the new SECURE 2.0 Act, I think the easiest approach to thinking through the noteworthy legislation that was passed at the end of 2022 is to think of it in terms of how it affects strategies in three distinct areas of Financial Planning.

  • Retirement & Family Planning

  • Small Businesses

  • Charitable/Education planning.

    In the article linked below we focus on changes that will be enacted that will impact Required Minimal Distribution rules going forward.

SECURE 2.0 & Updated RMD Rules

Miller Wealth Management offers securities through International Assets Advisory, LLC (“IAA”) – Member FINRA/SIPC. Advisory services are offered through International Assets Investment Management, LLC (“IAIM”) -SEC Registered Investment Advisor. IAA and IAIM are affiliated. Miller Wealth Management is unaffiliated with IAA and IAIM.