News / Article

Financial Q&A: New SECURE Act affects retirement goals, tax planning and more

Source: https://floridatoday.com/story/opinion/2020/01/10/financial-q-a-new-secure-act-affects-retirement-goals-taxes-and-more/4427807002/ - Jan 10, 2020

The question: What do I need to know about this new SECURE Act that was signed into law last month?

The answer: By passing the “Setting Every Community Up for Retirement Enhancement Act” Congress has changed some long-standing rules in three major categories related to retirement planning. We need to rethink our retirement strategies, tax planning, beneficiary designations and estate planning.

click source to read article

Category: General Business