The SECURE Act was signed into law on December 20, 2019. This landmark piece of retirement legislation could have an impact on decisions you may want to make regarding your retirement savings strategy. Below is a link to a one-page summary that highlights some of the key changes as well as some additional detail regarding the specific provisions.
Please feel free to contact me at (231)933-0846 or brian.ursu@intentionaladvice.com if you would like to discuss how these changes may impact you.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.