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December, 2019

December, 2022

On December 20, 2019, The President signed into law The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which is commonly referred to as The SECURE Act. The legislation includes policy changes that impact: Defined-Contribution Plans, Defined-Benefit Plans, Individual Retirement Accounts (IRAs), and 529 College Savings Plans. On December 29,2022, The President signed into law The SECURE 2.0 Act, which expanded and built upon the initial legislation of 2019.

For your convenience, we have provided some general information regarding The Secure Act as well as The Secure Act 2.0. The information below is provided strictly as a courtesy and it is not intended to be tax or legal advice. We routinely recommend that individuals consult a qualified tax professional for guidance regarding their annual tax obligations and we routinely recommend that individuals consult an estate planning attorney or an elder law attorney with regards to any estate planning guidance that may be required given their unique situation.

The Secure Act

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The Secure Act 2.0

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This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

C.M. Carrillo Financial Advising and Prosperity Wealth Management, Inc. do not render tax or legal advice.

AssetMark Retirement Services and its affiliates and representatives do not provide legal or tax advice and the information presented here should not be considered as such. You should consult a legal or tax professional for information relating to your particular situation.