--- title: What Important Issues Should I Consider Regarding Changes Made By The SECURE Act 2.0? description: Wealthy Street Academy - Free flowcharts and checklists to help you navigate life's toughest financial planning scenarios. --- [![logo test 33](https://www.exchangecapital.com/hs-fs/hubfs/Logos/logo%20test%2033.png?width=500&height=178&name=logo%20test%2033.png "logo test 33")](https://www.exchangecapital.com?hsLang=en-us) ![pathfinder - 2](https://www.exchangecapital.com/hs-fs/hubfs/pathfinder%20-%202.png?width=1600&name=pathfinder%20-%202.png "pathfinder - 2") # What Important Issues Should I Consider Regarding Changes Made By The SECURE Act 2.0? ![What Important Issues Should I Consider Regarding Changes Made By The SECURE Act 2.0?](https://www.exchangecapital.com/hubfs/Wealthy%20Street%20Academy/Preview%20Images/What%20Important%20Issues%20Should%20I%20Consider%20Regarding%20Changes%20Made%20By%20The%20SECURE%20Act%202.0%3F.png) ** Instant Download [![Back to Resource List](https://no-cache.hubspot.com/cta/default/2173418/a08be8e6-2144-4603-ab47-9c0bf926f45f.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/a08be8e6-2144-4603-ab47-9c0bf926f45f) [![I Need More Specific Help](https://no-cache.hubspot.com/cta/default/2173418/5f3ff911-b33d-48cf-b115-dd43f7028c75.png)](https://cta-redirect.hubspot.com/cta/redirect/2173418/5f3ff911-b33d-48cf-b115-dd43f7028c75) [![Share on email](https://www.exchangecapital.com/hubfs/email-color.png) ](mailto:?subject=Check%20out%20this%20WealthyStreet%20Academy%E2%84%A2%20guide.&body=Take%20a%20look%20at%20this%20resource%20from%20the%20WealthyStreet%20Academy%E2%84%A2%20https://www.exchangecapital.com/wealthy-street-academy/checklists/what-important-issues-should-i-consider-regarding-changes-made-by-the-secure-act-2.0&utm_medium=social&utm_source=email) The SECURE Act 2.0 implements several changes that affect many different areas of financial planning. Many clients will have questions about how this impacts them — and what they should be doing about it. That’s where you step in.   Using this checklist, you will be able to effectively highlight the important changes that affect your client, identify some proactive planning points to consider, and be able to chronologically prioritize which next steps should be taken. This checklist covers many important issues to consider as a result of the SECURE Act 2.0, such as:   - Understanding and prioritizing the chronological order of new changes. - Explaining changes made to retirement planning, including RMDs, employer contributions, catch-up contributions, and much more. - Highlighting the several new ways of accessing retirement funds without incurring a penalty. - Introducing entirely new planning points to consider, such as the 529-to-Roth transfer, the new Emergency Savings Account, and the retroactive establishment of solo 401(k) plans. ** ## Looking for More How To Guides? Subscribe to our blog and be the first to receive our bi-weekly posts paired with helpful step-by-step guides to tough financial topics. ** ## Instant Download We're committed to maintaining your privacy. Check out our [Privacy Policy.](https://www.exchangecapital.com/legal/privacy-policy-preview?hsLang=en-us) Copyright © 2024 Exchange Capital Management, Inc. All Rights Reserved. ![](https://www.facebook.com/tr?id=350100005512119&ev=PageView&noscript=1) ![](https://px.ads.linkedin.com/collect/?pid=1789714&fmt=gif)