Personal financial planning summary of SECURE 2.0

Jan 24, 2023 · 161.6 KB Download

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This summary provides key tax provisions contained in the Consolidated Appropriations Act, 2023 (P.L. 117-328), a $1.7 trillion omnibus spending legislation were several provisions (Division T) affecting work-sponsored retirement plans and IRAs. Dubbed the SECURE 2.0 Act of 2022 after the similarly sweeping Setting Every Community Up for Retirement Enhancement Act passed in 2019. Detailed are the changes that can impact your financial planning clients in retirement plan contributions, distributions, tax credits and more.

Download the SECURE Act 2.0 Summary

File name: 92317096_secure-act-2022-summary.pdf

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