Reason Financial

Understanding the Secure Act

green-chameleon-s9CC2SKySJM-unsplash

The SECURE Act is the most important legislation to impact the retirement planning space in many years. We highlighted the pieces we believe were important for most people in our recent economic update. However, we are including the synopsis from the House Committee On Ways & Means here so that you can read the abbreviated breakdown of each section in more detail. The actual bill (H.R. 1994) can be accessed via the Congressional website at: https://www.congress.gov/bill/116th-congress/house-bill/1994/text

We know this is a lot of information so we want to remind you that we are here to answer any questions you might have. Please do not hesitate to ask. Our purpose is to assist you in making good decisions over time in order to achieve your objectives.

Provided below are two informative pieces we picked for those that want to dig deeper.

The Secret to Buying Low / Selling High

Discover how dollar-cost averaging lets you buy low and sell high without timing the market—boosting returns by 8% through consistent investing strategies.

Fed Rate Cut Predictions

Breaking Down the OBBBA - Reason Top 10 List

Breaking Down the OBBBA: What the 'One Big Beautiful Bill Act' Means for Your Tax Strategy Signed July 4, 2025, the landmark tax legislation offers permanent extensions, temporary relief, and strategic incentives for individuals and business owners alike. The “One Big Beautiful Bill Act” (OBBBA), signed into law

Read next