7 tax-planning provisions in SECURE 2.0 now that filing season is over

By Lynnley Browning

A sweeping retirement package signed into law last December overhauled the way Americans of all income levels will plan and save for their golden years. With the April 18 federal return filing deadline now in the rearview mirror, investors and financial advisors are confronting a host of provisions that will impact how they game out their tax bills for next and future years.

Whether they're in the top 1% of wealthiest taxpayers, a young gig worker just starting out, or somewhere in between, millions of savers face both fresh incentives and new restrictions on their long-term nest eggs. Some provisions are already in force for this year, while others will roll out over a decade through 2033.

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