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Tax Planning Under the SECURE Act

The Secure Act of 2019 changed the way retirement accounts are funded, distributed, and passed to the next generation. In this session, our colleagues, Scott Grenier and Timothy Steffen, will go through the key provisions of the act, including the most recent IRS announcement, and review ways an account owner and beneficiary can mitigate the impact of the new 10-year distribution rule.

Many of the changes enacted in the SECURE Act are aimed at helping the millions of Americans saving for retirement. If you have additional questions on the SECURE Act or would like to further discuss how it impacts your financial plan, do not hesitate to contact us.

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