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SECURE 2.0 Act Enhancements Across the Retirement Continuum
Jan 01It’s not the most imaginatively named legislation, but the SECURE 2.0 Act expands the 2019 SECURE Act to make it easier to have a successful retirement. The legislation tackled retirement savings at several points on the financial journey, with a provision to enhance or facilitate saving and investing for almost everyone.
Whether you have student loans, need to catch up in the final years before retirement, are facing taking required minimum distributions in retirement, or want to enact a charitable giving strategy, new rules create a smoother path.
Combining all the different facets into one piece of comprehensive retirement legislation is an efficient way to enact changes, but it’s also a good reminder that retirement is never a “one-and-done.”
It is a continuum in which you spend the decades of your working years accumulating retirement savings,... ...
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