Many business owners assume that once the calendar year ends, so do their opportunities to implement tax-advantaged retirement strategies.
Thanks to SECURE 2.0, that assumption is no longer true.
In this episode of The Legacy Lab, Megan and Ashley sit down with retirement plan expert Tamara Middleton to unpack how employers can still establish retirement plans tied to the 2025 tax year, unlock valuable tax credits, and prepare for major regulatory changes on the horizon.
For advisors and business owners alike, this episode highlights why the current planning window may be one of the most powerful in years.
1. SECURE 2.0 expanded retirement planning opportunities
2. Tax credits can significantly offset plan costs
3. Retroactive plans create a “second chance”
4. Future compliance changes are coming
5. Advisors don’t have to navigate this alone
At RMC Group, our retirement division works with advisors and employers to design plans that align with tax strategy, workforce goals, and long-term growth.
Our team supports:
The result: advisors strengthen client relationships, and employers gain a powerful financial and employee benefit tool.
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