Guides and Reports

The Basics of The SECURE Act 2.0

Congress passed the second installment of the SECURE Act under the Omnibus Spending bill of 2023, containing major changes to the retirement planning landscape.

In the past, retirees could typically rely on a pension and Social Security benefits for the rest of their lives. Today’s retirees are part of the first generation that often must fund their own retirement. Even for those who have saved diligently over many years, the threat of outliving one’s money is legitimate. Lawmakers recognized the changing needs of today’s retirees, and passed the SECURE ACT in 2019, and now the SECURE Act 2.0.

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