Main Site Logo
  • Home
  • Who We Are
    • About
    • Why NCTC?
    • Meet Our Team
    • Board
    • Join Our Team
    • Our Covenant to You
  • What We Do
    • Services Overview
    • Investment Services
  • Values-Based Investing
    • How It Works
    • Fossil Fuel Free
  • Resources
    • Helpful Links
    • Blog
    • Videos
  • Set up a Call
  • My Account
Main Site Logo
  • Home
  • About Us
  • Services Overview
  • Values-Based Investing
  • Resources
  • Set up a Call
  • My Account
  • Meet Our Team
  • Board
  • Join Our Team
  • Our Covenant to You
  • Fossil Fuel Free
  • Investment Services
  • Blog
  • Videos
Schedule a Call

Get in Touch

Our Office

200 E. 12th Street Jeffersonville, IN 47130

900 Spring St., Suite A, Jeffersonville, IN 47130

Email Us

trustservices@presbyterianfoundation.org

Phone No.

800-858-6127 | Option #6

Menu

Close

SECURE Act 2.0: What the Latest IRS Guidance Means for Your Retirement Planning

December 17, 2025

By Katie Dossett

As part of the ongoing rollout of SECURE Act 2.0, the IRS finalized several new regulations in late 2024 and early 2025. These rules clarify how Required Minimum Distributions (RMDs) work for both IRA owners and beneficiaries, building on earlier changes first introduced under the original SECURE Act in 2019 and expanded in 2023. For … Continued

Sign up to receive our latest news.

Main Site Logo
  • Home
  • About Us
  • Services Overview
  • Values-Based Investing
  • Resources
  • Set up a Call
  • My Account
  • Meet Our Team
  • Board
  • Join Our Team
  • Our Covenant to You
  • Fossil Fuel Free
  • Investment Services
  • Blog
  • Videos
Schedule a Call

Get in Touch

USPS Mailing Address

200 E. 12th Street Jeffersonville, IN 47130

For UPS/FedEx Deliveries

900 Spring St., Suite A, Jeffersonville, IN 47130

Email Us

trustservices@presbyterianfoundation.org

Phone No.

800-858-6127 | Option #6

Privacy Policy Disclosures

Copyright 2025