The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019, and its “sequel,” the SECURE Act 2.0 was passed a few years later in December 2022. While the list of changes from these two pieces of legislation could warrant a short novel, let’s take some time to dissect a related issue I have been helping next-generation clients with.

Divorcing or divorced? Learn how the SECURE Act affects retirement accounts, inherited IRAs, trusts, annuities, and IRA contributions—plus key tax planning tips for protecting your financial future.