The SECURE Act: Key Points & Considerations
The new SECURE Act 2.0 (Setting Every Community Up for Retirement Enhancement) includes some important provisions affecting high net worth individuals and families.
Please see our recent publication linked here, “The Impact of the SECURE Act 2.0 on Retirement Accounts,” for details of some of the key changes. Please contact your Evercore Wealth Management wealth advisor or email us at firstname.lastname@example.org with any questions or concerns.
IRS Circular 230 Disclosure:
Pursuant to IRS Regulations, we inform you that any U.S. Federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for (i) the purpose of avoiding IRS imposed penalties or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. This information is provided for information purposes only and does not constitute financial, investment, tax or legal advice.
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