Discover how SECURE Act 2.0 updates for retirement planning in 2025 can impact your savings strategy, including 529 rollovers, auto-enrollment, and more.

SECURE Act 2.0: Key Updates for Retirement Planning in 2025

The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0, signed into law in late 2022, introduced a host of new rules aimed at modernizing retirement savings. This new law built upon the SECURE Act of 2019 efforts to increase retirement plan coverage and retirement savings. It also made numerous other changes including major changes to distribution rules from retirement accounts.  As we move into 2025, several key provisions will take effect, in addition to the provisions that already took effect in 2024, making this an important time to revisit your retirement strategy. These updates can impact how you save, invest, and plan for the future. In this article, we’ll review SECURE Act 2.0 updates for retirement planning and break down the significant changes to consider. …

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