On December 20, 2019, President Donald Trump signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act, ushering in the most significant direct changes to the laws for retirement accounts since the Pension Protection Act of 2006. The ‘headline’ from the SECURE Act is its changes to the ‘stretch’ rules for designated beneficiaries, but that’s far from the only change that will impact advisors and their clients. The SECURE Act also changes the starting age for RMDs,
Resources
How the SECURE Act Changes Retirement and Other Planning | PFP webcast
Jun 23, 2020 · 1 hour 39 min watch
SECTION
EXCLUSIVE
Resource available
Download the How The SECURE Act Changes Retirement and Other Planning
File name: how-the-secure-act-changes-retirement-and-other-planning.pdf
Reserved for PFP Section Members
Already a PFP Section Member?
Log in with your account
Not a PFP Section Member?
To gain access to exclusive content, your first step is to join the AICPA & CIMA.
Discover the benefits of: