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The Nest Egg: Volume 18 Issue 1

By January 1, 2020 No Comments

Click Here for the Full Version of the Newsletter.

SECURE Act of 2019

Setting Every Community Up for Retirement Enhancement

Excerpts from Ed Slott and Company, LLC

About 6 months ago, the House passed the SECURE Act of 2019.  This represents the most significant legislation in the retirement industry in several years.  Upon making it through the house last year, nearly everyone thought the Senate would pass it in short order, as the Senate was also working on a very similar plan and it had bi-partisan support.  But, with a busy docket this fall, it wasn’t passed by the Senate until mid-December.  Despite it passing so close to year end, all of the changes will be effective 2020.  So, everyone needs to have a basic understanding of the changes.

Click here to read about the six of the most notable changes that will affect many of our clients.

January 2020 Nest Egg Volume 18, Issue 1