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Secure Act 2.0 Provisions

Secure Act 2.0 Provisions

| January 04, 2023

As you may know, Congress passed SECURE 2.0 as part of the fiscal 2023 spending package. This bipartisan retirement security legislation could present opportunities for your retirement savings strategy.

Below are highlights of some of the key changes, as well as some additional detail regarding the specific provisions. Please feel free to contact me if you would like to discuss how these changes may impact you.


Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax
issues with a qualified tax advisor.

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