2 posts tagged as "SECURE Act"

Is It Time to Review Your IRA Estate Planning Strategies?

February 25, 2020
Inherited IRA

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which was passed in December 2019 as part of a larger federal spending package, included a provision that warrants special attention from those who own high-value IRAs. Specifically, the “stretch” IRA provision — which permitted nonspouse beneficiaries who inherited IRAs to spread distributions over their…

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The SECURE Act Offers New Opportunities for Individuals and Businesses

January 24, 2020
Capital Building

The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) is major legislation that was passed by Congress as part of a larger spending bill and signed into law by the president in December. Here are a few provisions that may affect you. Unless otherwise noted, the new rules apply to tax or plan…

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