Pathfinder Worksheet: What Important Secure Act 2.0 Issues Should I Consider?
The new SECURE Act 2.0 is part of the Consolidated Appropriations Act of 2023 (HR 2617) and was signed into law on December 29, 2022. The intention of SECURE 2.0 was to make retirement savings plans more attractive for both employers and employees and to ultimately improve retirement outcomes for employees. SECURE Act 2.0 contains over 90 new provisions, some already having gone into effect for 2023, while others do not kick-in until 2024 or later.
The flowchart below provides questions to consider asking to help determine what SECURE 2.0 provisions may be relevant to you. If you have questions or would like to discuss this or any other topic further, please don’t hesitate to contact your QA advisor. If you’re new to QA, please click here to connect with us.
JACK ECKER
Wealth Management Advisor
QA Wealth Management is an independent financial services firm and uses a variety of different investment strategies. This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this report.
This document has been prepared by fpPathfinder LLC and is furnished to you by QA Wealth Management, a division of Quantitative Advantage, LLC (QA), under license from fpPathfinder. While QA believes that the information in the document provided by fpPathfinder is reliable, QA does not guarantee that the information is accurate, complete, or current, and is not responsible for any loss caused or alleged to be caused directly or indirectly by the information.
QA and its wealth management advisors do not provide legal, accounting or tax advice. Our advisors have general knowledge of certain matters included in this information, but individual situations may require the advice of licensed legal, accounting and tax professionals.
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