NEW LAW DRASTICALLY CHANGES RETIREMENT ACCOUNT PLANNING – clients should review their retirement account beneficiaries in light of the SECURE Act.
January 14, 2020
In December 2019, Congress passed the Setting Every Community up for Retirement Enhancement (SECURE) Act as part of a year end appropriations bill necessary to fund the Federal government. From an estate planning perspective, the most significant component of the SECURE Act is the drastic change to the required distributions