SECURE 2.0: What are the final regulations on age-based catch-up?

Know the final rules for the Roth Mandate and key confirmations from the IRS.

Disclaimer: SECURE 2.0 is evolving, and new guidance continues to be shared. The information presented in this video reflects our understanding of the act and its provisions at the time it was finalized on February 1, 2026.

MissionSquare Retirement does not offer specific tax or legal advice. The information presented here is for educational purposes only and is not to be construed or relied upon as investment advice. It is recommended that individuals consult with their personal finance advisor prior to implementing any financial or tax strategy.