What You Need to Know About the Impact of the SECURE Act on Your Estate Plan

June 29, 2021
secure act estate planning

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect on January 1, 2020, and we saw some major changes…especially with regard to estate planning. More specifically, the SECURE Act impacted IRAs and 401(k)s, including the ability to delay distribution, as well as reduced flexibility for inherited IRAs. In light of…

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