The Setting Every Community Up for Retirement Enhancement (SECURE) Act is effective January 1, 2020. Many of the provisions offer enhanced opportunities for individuals and small business owners. However, there are drawbacks for investors with significant assets in traditional IRAs and retirement plans.
Join us to learn more about the SECURE Act including:
- Elimination of the Stretch IRA
- RMDs Age Requirement Adjustments
- Penalty-free Early Withdrawals for the Birth or Adoption of a Child
E.G. Schramka, CPA, JD, ABV, PFS, CIRM
SVA Certified Public Accountants
Not sure you can attend the webinar live? Register anyway and you’ll get the recording.
The information set forth herein is intended to be informational in nature and is not intended to constitute retirement planning advice, tax advice, legal advice or investment advice and should not be construed as such. Consult with a professional adviser for advice specific to your situation.