Insights

How the SECURE Act 2.0 Affects Your Retirement Savings

by JoAnne B. Galbraith, CFP®, CPA President | Jun 6, 2023

As 2022 came to a close, our lawmakers delivered a holiday gift in the form of the SECURE Act 2.0. This new law builds on the 2019 SECURE Act that made changes to the way we save for retirement. The changes enacted with the new law help empower savers to reach...