The Setting Every Community Up for Retirement Enhancement (SECURE) Act is one of the biggest pieces of retirement legislation to be passed in years. It will undoubtedly have a major effect on how many Americans approach retirement planning, and particularly estate planning. We’ve covered these changes previously, including focusing on the elimination of ‘stretch’ IRAs [...]
Donald Trump ended 2019 by signing a 2020 spending bill that includes the Setting Every Community Up for Retirement Enhancement (SECURE) Act. It’s one of the biggest pieces of retirement legislation to be passed in years and it will undoubtedly have a major effect on how many Americans approach retirement and estate planning. Here is [...]
10,000 Baby Boomers are turning 65 every day1, and Social Security will soon start to pay out more than it takes in.2 While it’s unlikely that the government will ever get rid of the program, there will likely be some changes in the coming years. It’s important to understand the system and to work closely with [...]
