The Secure 2.0 Act, the landmark retirement reform legislation, recently celebrated its second birthday.

The law, officially the Secure 2.0 Act of 2022, included nearly 100 provisions, some of which have only just been fully implemented and others that take effect in 2026. Many apply primarily to workplace retirement plans, but there are also significant policy changes affecting wealth management clients and small-business owners.

To help financial advisors get up to speed and make the most of new opportunities, ThinkAdvisor is hosting a webcast Feb. 19 featuring Robert Bloink and William H. Byrnes, the professors behind ThinkAdvisors Tax Facts. The presentation will dive into key areas of impact, including:

  • The Roth catch-up contribution mandate for higher-income taxpayers.
  • Expanded retirement credits and whether they're motivating more employers to offer 401(k)s.
  • Increased catch-up contributions for taxpayers aged 60 to 63.
  • Pending changes to the saver's tax credit.
  • Student loan matching for qualified retirement account contributions.
  • Pension-linked emergency savings accounts.
  • 529 plan-to-Roth IRA rollovers for unused education funds and more.
The discussion will offer insights into how these changes could affect individuals, businesses, and estate planning strategies.

Don’t miss the opportunity to hear from two leading tax experts and prepare for what’s ahead in 2025 and beyond. Register now.

Pictured: Robert Bloink and William H. Byrnes.

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