SECURE 2.0
Certified Financial Planner glossary · Certified Financial Planner
Definition
Federal legislation that changed RMD ages, catch-up rules, Roth features, and other retirement plan mechanics.
SECURE 2.0 in plain English
Congress rewrote several retirement plumbing rules, and older textbooks still teach the prior ages and contribution mechanics. SECURE 2.0 is the federal legislation that changed RMD ages, catch-up rules, Roth features, and other retirement plan mechanics. When a stem hinges on when RMDs start, how catch-ups work, or new Roth plan features, check whether the answer reflects SECURE 2.0 rather than pre-change law. Outdated ages and limits are common distractors.
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