SECURE 2.0

These resources provide detail about the various ways that SECURE 2.0 impacts retirement plan savings, distributions, and employer matching.

US Senate SECURE 2.0 summary addresses all aspects of the law.

IRS, new RMD rules, Retirement Plan and IRA Required Minimum Distributions FAQs

Jeffrey Levine, The Nerd’s Eye View blog post, provides an extensive discussion of many of the new rules.

Ed Slott, IRAHelp.com –

• detailed information on the new 10% penalty exceptions.
• Elimination of RMDs for designated Roth accounts in employer plans, including example

ThinkAdvisor, explains employer plan matching for student loan payments.