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The SECURE Act and Changes to Your Retirement Planning
The benefits of prudent retirement planning are numerous, and the time you invest in planning will likely be well worth it. Here are three top benefits for those who put a plan in place:
New SECURE Act – How it Might Impact You
The SECURE Act of 2019 was passed by Congress in the waning days of 2019 and is now law, effective as of Jan. 1, 2020. The legislation contains 29 provisions and changes that affect both individuals and business owners. SECURE is a lumbering acronym that stands for “Setting Every Community Up for Retirement Enhancement Act of 2019.” (Clearly the acronym came first, then someone shoe-horned in the description.)
Here are several of the most impactful changes for individuals:
There are many other changes in this new law that are relevant to both individuals and business owners. Here is a link to a summary of the legislation:
Want an assessment of your readiness for retirement? Just give us a call or send an email. We’ll be happy to have a look at your situation.
Peter Thoms, CFA
Jeff Rotherham, CFP®
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