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2024 SECURE Act 2.0 Changes

Last year, Congress passed a new tax bill called “The SECURE Act 2.0” that carried a long list of changes to the tax code. Of these changes, there are some impactful provisions that go into effect January 1, 2024. Below is a list of some of those provisions that will go into effect. New Required Minimum Distribution Age If you have started to take RMDs, you will have to continue to take them... READ MORE

The Resumption of Student Loans

Student loan debt has become a hot-button issue this year, with many borrowers feeling the weight of their financial obligations with the Supreme Court overturning the debt forgiveness. With payments resuming this upcoming month, borrowers have mixed feelings on how to proceed. According to Earnest, a student loan refinancing company, 43 million Americans are holding more than $1.75 trillion in... READ MORE

SECURE Act 2.0 Summary

On December 23, 2022, Congress passed a new tax bill that will have a huge impact on Americans’ lives in the upcoming years. At WJ, we have been researching and clarifying all the new 92 provisions so we may continue to be a valuable resource to all our clients. Below is a list of key points we feel will have the biggest impact to our client’s lives. New Required Minimum Distribution Age If... READ MORE