fbpx
Home / Expert Opinion / Money Management: How safe is your financial & estate plan after the SECURE Act?

Money Management: How safe is your financial & estate plan after the SECURE Act?

The Setting Every Community Up for Retirement Enhancement Act of 2019, aka the “SECURE Act” made sweeping changes to expand retirement savings options.1 That’s the good news. The bad news is that it also completely gutted the concept of the “stretch IRA” for beneficiaries of IRAs and similar retirement plans. Under the pre-SECURE Act tax rules, a ...

Leave a Reply

Your email address will not be published. Required fields are marked *

*