SECURE Act – Highlights and What to do Now

January 18, 2020

The SECURE Act (“Setting Every Community Up for Retirement Enhancement”) was signed into law in the final days of 2019.  It includes significant changes to retirement savings and will affect many individuals, most notably those in or nearing retirement, new parents, small business owners and employees and could also have a major impact on estate planning.

Please read our summary of the changes here and consult your team of advisors to learn how it may impact your plans. And as always, we are available to help in any way we can!

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