Winter 2023–24
SECURE 2.0 Updates
The Setting Every Community Up for Retirement Act 2.0 (SECURE 2.0) law was passed in 2022. SECURE 2.0 has over 90 provisions with various effective dates. For 2023, one of the most notable provisions for many retirees was the delay in required minimum distributions (RMDs) to age 73. Below are several SECURE 2.0 provisions that are effective “beginning after 2023,” and one provision that is delayed.
Download our Winter 2023-24 Newsletter (PDF 5.4MB)
