The “Secure Act” and “Secure Act 2.0” and It’s Impact on You

Your Beneficiaries, and Your Estate

The Setting Every Community Up for Retirement Enhancement Act, called the “SECURE ACT” was passed in December 2019 (as well as the “Secure Act 2.0” that was passed into law in December 2022) enacted the largest significant change to retirement legislation in more than a decade. In doing so, the new law has sweeping long-term implications for retirement contributors, their beneficiaries, as well as their estates. The links below give you in-depth reasons to dust off that estate plan you drafted years ago and to rethink your retirement beneficiary strategy.

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