Have you heard about the new SECURE Act (effective January 1, 2020). Do you know how it will affect your retirement accounts and impact your beneficiaries? Let us explain.
In this short video, you learn important highlights about:
- What the law changed – both the “Good News” and the “Bad News”
- How a new “Ten-Year Rule” is a big problem for your family;
- Potential solutions; and
- What you can be doing right now!
Our hope is that this video is valuable to help you better understand some of the impacts to your estate and consequences to your family that the SECURE Act causes. However, it should not be a substitute for you seeking further legal, financial, or tax advice. Please reach out to your trusted advisors or feel free to ask us. We are always happy to help.