Hot Topics: SECURE 2.0 Act
With the SECURE 2.0 Act having passed near the end of 2022, what do its provisions mean for you? Let us break down the key parts....
Assets Under Management | Annual Fee |
---|---|
$0 - $1,000,000 | 0.60% |
$1,000,000 - $3,000,000 | 0.50% |
$3,000,000 - $5,000,000 | 0.25% |
$5,000,000 and above | 0.10% |