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SECURE Act 2.0 Knowledge Center

The Securing a Strong Retirement Act, H.R. 2954, otherwise known as the SECURE Act 2.0 provides changes to numerous retirement plan provisions, including IRAs, RMDs, 529 plans, catch-up contributions and more. We've gathered blogs on these key SECURE Act 2.0 provisions to help you and your business implement important retirement changes.

Keeping You Informed

Here's our latest content on retirement plan updates that will impact you and your business.

Self-Employed? SECURE Act 2.0 Expands Your Retirement Saving Options by Jessica Keogh, CPARead Now
SECURE Act 2.0: Mandatory Roth Catch-up Contributions for High Net Worth by Kristin Kelley, CPARead Now
SECURE Act 2.0: Key Provisions for Employee Benefit Plan Sponsors by Tyler Gay, CPARead Now
SECURE Act 2.0 Allows Tax Free 529 Rollovers to Roth IRAs by Paul Nadeau, Jr., CPA, MSTRead Now
SECURE 2.0 Enhances Catch-Up Contribution Opportunities for Retirement Savers by David M. Desmarais, CPA, PFS, MST, MBA, AEP®Read Now
Turning 73 in 2023? Here Are Your RMD Requirements by Laura Yalanis, CPARead Now
SECURE 2.0 Raises RMD Age to 73 by Laura Yalanis, CPARead Now
5 FAQs: Securing a Strong Retirement Act of 2022, SECURE 2.0 by Craig Dumas, ChFC, CFPRead Now
SECURE 2.0 Bill Set to Expand 401k Benefits by Craig Dumas, ChFC, CFPRead Now

The SECURE Act 2.0 is poised to make a big impact on employer provided retirement plans and individual retirement plans. Are you in or nearing retirement? Pay close attention to the RMD age requirement change, higher catch up contributions, matching contributions to Roth accounts and more.

If you’re years away from retirement, there are still opportunities for you to plan. Check out our blogs for more on 529 plan rollovers, automatic enrollment in 401(k) and 403(b) plans, student loan debt and more.

Questions about how the SECURE Act 2.0 impacts you or your business? We're here to help.

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