OnDemand: SECURE Act 2.0 — What made it through?

Key takeaways:

• Expanding Coverage and Increasing Retirement Savings
• SECURE Act 2.0 Highlights
• Preservation of Income
• Simplification and Clarification of Retirement Plan Rules
• Revenue Provisions

It’s official, the SECURE Act 2.0 is here.

At long last, the SECURE Act 2.0 has been passed. The legislation, an upgrade from the SECURE Act of 2019 and designed to help Americans with their retirement planning, was passed by Congress on December 23, 2022, with the President signing it into law just before the New Year holiday. What do IRA owners and retirement plan participants need to know now? Join the REDW Wealth Management team as we navigate the new SECURE Act 2.0.

The Wealth Management experts at REDW will walk you through key legislation highlights and their impact on retirement and planning.

Presenters

Robert Elzholz, CFP®, AIF®, CRPC®, AAMS®, Wealth Management Principal

Christine Papelian, CFP®, CWS®, CDFA®, Financial Planning Senior Manager

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