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GUIDE TO SECURE ACT 2.0

At the close of 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act as part of year-end appropriations. The law Congress passed at the end of 2022 is the 2.0 version, which makes significant changes intended to affect how Americans save for retirement. The changes are broad and different sections are designed to help different groups of people.

To provide the most helpful context and advice, we break SECURE 2.0 down by topic, and for each topic, we’ll dive into that area of financial planning so you can understand why these changes matter.

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