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Caution: Merging Bills Ahead!

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Caution: Merging bills ahead! The House and Senate are closer to reaching common ground on retirement industry legislation the industry has named “SECURE 2.0”. Congress is scrutinizing and synthesizing the latest iterations of the following three bills:

1. Securing a Strong Retirement Act (SSRA)
2. Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg (RISE & SHINE) Act
3. Enhancing American Retirement Now (EARN) Act

Gain a better understanding of what these legislative changes could mean for your retirement plan.