May 20, 2025 · The legislation enacted in the SECURE 2.0 Act provides a slate of changes that could help strengthen the retirement system—and Americans' financial readiness for retirement.

On December 20, 2022, “Division T - Secure 2.0 Act of 2022” was added to H.R. 2617 (Consolidated Appropriations Act, 2023), incorporating H.R. 2954 into the omnibus bill.

In December 2022, President Joe Biden signed into law the “Consolidated Appropriations Act, 2023,” which included a major package of retirement savings provisions known as the …

Sep 20, 2025 · SECURE 2.0 increased the required minimum distribution age to 73 as of January 1, 2023. The bump to age 73 is one of several new RMD rules. However, the RMD age will …

nt Enhancement Act of 2019 (“SECURE Act”) made MEPs more attractive by eliminating outdated barriers to the use of MEPs and improving the quality of MEP service providers. Section 106 …

On Dec. 29, 2022, the Consolidated Appropriations Act of 2023 (HR 2617) was signed into law. The Act includes important provisions affecting retirement savings plans that are intended to …

Oct 8, 2025 · It's important to understand the updated inherited IRA distribution rules tied to changes in the SECURE Act, including its latest version, SECURE 2.0. One way wealth …

SECURE 2.0: Disregards ‘community property’ rule and limits attribution from a child to parent’s spouse to a situation where the child acquires stock from the parent.

The SECURE Act 2.0 is a federal law passed in December 2022 that made several changes to retirement savings rules. One major change affects “catch-up contributions” for employees age …

Jan 27, 2025 · There are several key provisions to the SECURE 2.0 Act that impact retirement spenders and savers alike. A few stand out as having the largest impact on working …