The SECURE Act was passed in late 2019 and affects IRAs and 401(k)s (included in this description are other qualified retirement plans) as of January 1, 2020. Many of our clients have asked how this could affect their planning. As expected, the law is not simple and there is not one universal approach. This article […]
The new SECURE Act legislation may mean changes to your estate planning. Click the link below to see how it could affect you. Please call the office or email us if you have any questions.