January 2023 Sivia Segment: New Year and New Happenings!

January 5, 2023
Click To View January Newsletter

The SECURE (Setting Every Community Up for Retirement Enhancement) Act is going to be bringing many changes to retirement accounts in 2023. On December 29, 2022 President Joe Biden signed SECURE Act 2.0 into law. This act adds more than 90 new retirement plan provisions.


Broadly speaking, the bill introduces several significant changes for small businesses, and those saving for retirement by:

  • Promoting saving earlier for retirement, as well as increasing some limits
  • Boosting incentives for small businesses to offer retirement plans
  • Offering those age 60+ more flexibility for saving as they approach retirement



If you have questions about what this means for you, your family and your business, send us a message here.

Interested in Working With Us?

If you need help with estate planning or any other legal concerns, we are here for you. Don't hesitate to contact our firm directly for assistance. Our dedicated team is ready to provide support and guidance to you and your loved ones during important life transitions.


Whether you're ready to schedule a strategy session to discuss your specific needs or if you're interested in exploring our wide range of complimentary guides and additional resources, we encourage you to get in touch with us.


With licensed attorneys and offices located in both Illinois and Missouri, we are well-equipped to serve clients in these regions. Reach out to us today and let us leverage our expertise and care to guide you through the legal process.

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