Elder Law

Retirement and the SECURE Act

The new Setting Every Community Up for Retirement Enhancement (SECURE) Act, effective January 1, 2020, is the broadest piece of retirement legislation passed in thirteen years. The law focuses on retirement planning in three areas: modifying required minimum distribution (RMD) rules for retirement plans; expanding retirement plan access and increasing lifetime income options in retirement …

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SECURE Act

Question: I recently heard that the Secure Act passed and that it may affect how my retirement accounts. What changes should I expect and do I need to adjust my estate plan? Answer: Yes, the Setting Every Community Up for Retirement Enhancement (“SECURE”) Act was passed last minute and will be effective January 1, 2020.  …

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