NASAA updates Series 65, Series 66 and Series 63 to reflect SECURE Act changes

Effective February 1, 2021, the NASAA says it updated its Series 65, Series 66 and Series 63 Continue reading

The NASAA web site says that effective February 1, 2021 it updated its Series 65, Series 66, and Series 63 exam questions to reflect the changes from “Setting Every Community Up for Retirement Enhancement” Act, aka the SECURE Act. Prior to this date, Solomon Exam Prep updated Solomon Series 63, Series 65 and Series 66 study materials to reflect the SECURE Act changes. The SECURE Act made important tweaks to IRAs and defined contribution plans.

4 thoughts on “NASAA updates Series 65, Series 66 and Series 63 to reflect SECURE Act changes”

  1. I’m looking through my online series 66 materials and i don’t see any references to the SECURE act. Can a summary be posted to review? This comment is dated 2-9-2021

  2. Good afternoon
    Where can i see this update since i am in the study process for the 63? just in case to not have a surprise in the exam. Thanks!

  3. Hi Alex, thanks for your inquiry! This Solomon video posted on our blog in January of 2020, when the SECURE Act took effect, will give you some information:

    Please note that not every change mentioned in the video may be relevant to the Series 66, but all relevant changes are currently reflected in the Solomon Series 66 Study Guide, even if they are not indicated as being a result of the SECURE Act. In other words, the Series 66 study materials are kept continuously up-to-date.

    I hope that answers your question, but don’t hesitate to contact us at if we can help in any other way.

  4. Ariel – The Solomon Series Series 63 study program was updated in 2020 for the SECURE Act. If you are studying with Solomon, you should have no surprises regarding the SECURE Act.

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