Secure Act 2.0 – Key Provisions for Individuals

Download our 2 page summary on the key provisions effecting individuals.

The Secure 2.0 Act was signed into legislation on December 29, 2022 – with the goal of improving retirement savings options in the United States. And while the bill contains over 90 provisions designed to help Americans strengthen their financial security, we’ve identified the key provisions for individuals in this cheat sheet.




Download our handy 2-page 'cheat sheet' outlining the key provisions we've identified.