SECURE 2.0 provides a boost to your retirement and estate plans
Abstract: The SECURE 2.0 Act of 2022 expands on the changes made by the Setting Every Community Up for Retirement Enhancement Act of 2019. Enacted in late 2022, SECURE 2.0 can help people save more for retirement, which, in turn, can provide more wealth to share with their loved ones. This article examines the highlights of SECURE 2.0. A sidebar explores how the new law affects Section 529 plans.