Starting in 2026, SECURE 2.0 will require high-income workers to make catch-up 401(k) contributions as Roth contributions, ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. SECURE 2.0 has significant changes that could help ...

Retirees, especially homeowners, need to understand the various financial changes affecting retirement planning, including the SECURE 2.0 Act. This act, signed in December 2022, brings about ...

If you're between the ages of 60 and 63 by the end of the year, you're part of a rarefied (but lucky) group. Beginning this year, Section 603 of the SECURE Act 2.0 allows you to supercharge your ...

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law in 2019, brought significant changes to retirement account distribution rules. The subsequent passage of SECURE ...

The SECURE 2.0 Act of 2022 (“SECURE Act 2.0”) makes many changes impacting retirement plans. Among the most significant are changes affecting “catch-up” contributions. The IRS recently finalized ...

The SECURE Act, originally passed in 2019, has seen its provisions roll out and take effect in the years since. With the last of its provisions becoming law in 2025, employers should be aware of, and ...

On April 3, 2025, the Department of Labor (DOL) issued Field Assistance Bulletin No. 2025-02 to assist defined benefit pension plan administrators with deciphering the requirements of the SECURE 2.0 ...