The Financial Advisor’s Guide to the SECURE 2.0 Act
Unlike its predecessor, the SECURE 2.0 Act makes major revisions to help Americans save for retirement, which advisors need to understand.
The SECURE 2.0 Act has passed, and 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, including:
- Changes to RMDs
- Newly created retirement plan types for small businesses
- Changes to catch-up contributions for retirement accounts
- Less of a need for retirement plan rollovers into Roth IRAs
- Provisions to improve emergency savings and college savings
- And more!
Fill out the form on this page to get your SECURE 2.0 Act guide today!