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Impact of SECURE 2.0 on Retirement Savings

Impact of SECURE 2.0 on Retirement Savings

| January 10, 2023

As you may know, Congress passed SECURE 2.0 as part of the fiscal 2023 spending package. This bipartisan retirement security legislation could present opportunities for your retirement savings strategy. I have included a summary that highlights some of the key changes, as well as some additional detail regarding the specific provisions. To view the document, click the link below to download. Please feel free to contact me at and/or 805-643-7600 if you would like to discuss how these changes may impact you.

Top 10 Provisions in SECURE 2.0

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