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The SECURE 2.0 Act: What These Changes Mean for Taxpayers Thumbnail

The SECURE 2.0 Act: What These Changes Mean for Taxpayers

On December 23, 2022, we received a gift from Congress. A 4,000 page bill called the Consolidated Appropriations Act of 2023. Inside this bill is what is now being called the “SECURE 2.0 Act” (SECURE 2.0). In 2019, the SECURE Act, also known as the Setting Every Community Up for Retirement Enhancement, made significant changes to IRAs and retirement plans.

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