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  • Writer's pictureBlue Oak Wealth Management

Blast off into SECURE 2.0

Setting Every Community Up for Retirement Enhancement


There are many provisions included in the SECURE 2.0; here are the major provisions you should know. These new rules do not convey a need to adjust your strategy.Your strategy is specific to you in your overall financial journey. If changes are appropriate, your trusted financial advisor can guide you.

Credit: Fidelity.com, December 23, 2022, CNBC.com, December 22, 2022,

Paychex.com, December 30, 2022, PlanSponsor.com, December 27, 2022

Forbes.com, January 5, 2023, FidelityCharitable.org, December 29, 2022



Blue Oak Wealth Management


7110 N. Fresno St., Suite 200 Fresno, Ca 93720


Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. CA Insurance License #0K16770.

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