Secure Act 2.0 Overview

February 21, 2023

This overview is intended to be high-level and cover some of the themes, and a few key details, to help in your understanding of the SECURE Act 2.0.

BY: Beth Bosworth, Head of Financial Planning


2023 being a year for planning and preparation as most of the changes take effect in 2024 and beyond.

Most of the new laws relate to retirement accounts, but let’s not confuse that to mean that it only applies to retirees.

It’s worth noting that this legislation has some obvious errors and omissions, so we expect changes and clarifications to come this year.

Written by Beth Bosworth

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