What Important Issues Should I Consider Regarding Changes Made by the SECURE Act 2.0?
Overview
Because SECURE Act 2.0 rolled out its changes on a staggered timeline rather than all at once, it's easy to plan around outdated rules without realizing it. A provision that wasn't relevant to you two years ago may apply now.
The practical impact varies by age and account type, so it's worth revisiting periodically rather than reviewing it once and setting it aside.
What this checklist covers
- 1Provisions already in effect
- 2Provisions still being phased in
Common questions
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