RFC Financial Planners

The Complete Guide to the SECURE 2.0 Act

After multiple attempts at retirement legislation in 2022, the SECURE 2.0 Act has passed, with arguably more impactful reform than its predecessor, the SECURE Act of 2019.

And at more than 4,000 pages, the SECURE 2.0 Act brings plenty of changes for retirees, workers, employers and small business owners.

The Complete Guide to the SECURE 2.0 Act breaks it all down and highlights everything you need to be prepared for when it comes to your retirement plan, including:

  • Changes to the RMD age
  • Automated and catch-up contributions for retirement accounts
  • Expanded Roth opportunities
  • And more!
  • Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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