Visualizing Roth changes from SECURE Act 2.0

With all the changes affecting work-sponsored retirement plans and IRAs as a result of SECURE 2.0 provisions in the Consolidated Appropriations Act, 2023 (P.L. 117-328), use this visual to quickly see the changes in five major areas of the Act. visiWealth has graciously granted us permission to release this resource to our PFP Section members. PFP Section members can also get access to other concept visuals and key takeaways on similar topics at visiWealth.org where PFP Section members received a