Shortly before the onset of the coronavirus pandemic and the enactment of the CARES Act, the SECURE Act was signed into law. The SECURE Act created the most significant retirement plan changes in over a decade.
What about that IRA?
As we transition into the second half of the year, now is a good time to reflect on and review the wealth plan you have currently in place. When it comes to retirement planning, the SECURE Act that was passed in December 2019 established some wide-ranging changes to the treatment and handling of retirement accounts. …
