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Is Retirement Now More "SECURE"?

For the first time in more than a decade, Congress has pushed through important measures to help millions of Americans save more towards retirement. The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) was signed into law, effective January 1, 2020.

While the SECURE Act is a comprehensive bill, we wanted to provide a high-level overview of some areas that we view as the most impactful components of the new legislation.  We will be discussing The SECURE Act in more detail in client meetings and on the radio show in the coming weeks.  In the meantime, if you are curious about potential impacts for your financial plan or want to discuss the legislation in more detail, give us a call – we would love to catch up. 

To learn more about the SECURE Act, listen to Is Retirement Now More "SECURE"?

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