SECURE 2.0 Effective Dates

With the effects of SECURE 2.0 continuing to roll in, 2024 brings a wave of changes and little-known tax planning opportunities to consider, including new rules affecting many spousal beneficiaries starting this year.

From opportunities to move 529 balances into Roth IRAs to new ways to reduce required minimum distributions (RMDs), there are many key dates and approaching deadlines to explore capitalizing on.

For a quick snapshot of changes impacting your retirement accounts that have recently gone into effect, download “SECURE 2.0 Effective Dates” now.