The Financial Advisor’s Guide to the SECURE 2.0 Act

Posted on December 23, 2022

Unlike its predecessor, the SECURE 2.0 Act makes major revisions to help Americans save for retirement, which advisors need to understand.

The new rules bring plenty of changes for retirees, workers, employers and small business owners.

Congress made a clear effort to call out the importance of having an emergency fund and college funding, and they highlighted negative impacts around terminal illnesses and domestic abuse by providing relief through tax and retirement provisions.

“The Financial Advisor’s Guide to the SECURE 2.0 Act” breaks down every major provision and highlights important planning points for financial advisors to understand.