The SECURE Act 2.0 is now law and contains many provisions that retirees and pre-retirees should be aware of. Some provisions are effective in 2023 and others won’t kick in until future years. The following is a helpful summary of important issues contained in SECURE Act 2.0.

Click here if you would like to download a PDF of the chart above. If you have questions about how SECURE Act 2.0 may impact your specific financial situation, don’t hesitate to schedule a meeting.