Congress recently passed the SECURE Act. While most Americans have never heard of this legislation, it will have immediate and significant implications. We are expecting major changes to the rules surrounding IRAs and retirement accounts, which will be effective January 1st, 2020.
Below is a summary of the legislation’s most significant changes that could impact you:
Our team is closely following the new legislation. As a result, we will be incorporating these changes into our planning conversations.
If you have specific questions or would like to discuss your own investment strategy or financial planning needs, we welcome you to call us at 302.234.5655 or email us at email@example.com to set up time to discuss further.