The Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, was included in a bill passed by Congress in December 2019, becoming effective on January 1, 2020. At the end of 2022, President Biden signed a $1.7 trillion bill into law. The Secure Act 2.0 comes with a lot of retirement and tax-related provisions. This guide will lay out how the SECURE Act 2.0 will affect your retirement plans.

In this guide, you will learn: 
  • Most immediate changes you need to know
  • Roth option changes
  • Retirement saving incentives and changes
  • And more…