Broker Check

Secure Act 2.0

After many months of speculation as to whether it would become law, the SECURE 2.0 Act was enacted on December 29, 2022. SECURE 2.0 contains 92 provisions in total, many of which are retirement plan and college savings plan related.  This podcast provides a summary of the provisions with the most significant or immediate impact on retirement plans, retirement plan contributions, charitable donations, and college savings plans.