Recent IRS Guidance

Learn the four key pieces of guidance provided by the IRS on distribution regulations.

Disclaimer: SECURE 2.0 is evolving and new guidance continues to be shared. Information presented in this video reflects our understanding of the act and provisions at the time it was finalized on Feb. 13, 2025.

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.