The Secure Act 2.0

The Setting Every Community Up for Retirement Enhancements (SECURE) Act increases saving opportunities for Americans. SECURE Act 2.0 was recently passed and contains roughly 90 separate provisions, many of which became effective on January 1, 2023. Below is a summary of some of the more substantial changes:



The IIAR and NRF reserve investment funds are currently managed by Stifel Financial Services under the investment policy established by their respective board of directors. Members of IIAR may use the services of Stifel for personal and business investments and take advantage of the reduced rate structure offered with IIAR membership. For additional wealth planning assistance, contact
your Stifel representative: Jeff Howard or Jim Lenaghan at (251) 340-5044.

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.

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