The SECURE legislation — which stands for “Setting Every Community Up for Retirement Enhancement” — puts into place numerous provisions intended to strengthen retirement security across the country.
The Act was passed and signed into law on December 20, 2019. This new law provides investors a unique opportunity to maximize and protect their retirement nest egg. Many of the Act’s provision went into effect on January 1, 2020.
Despite the short implementation window for many of the provisions, The Gardner Group is taking steps to respond with effective changes as soon as possible.
Simply Complete this form for a free update on The SECURE Act, and other financial planning strategies for the upcoming year.
What are the major changes in that could impact your financial plan? The SECURE Act is complex and touches many aspects of retirement. There are a number of ways the new bill could affect the what and how investors implement various
financial planning techniques and strategies. Register now for The Gardner Group's thoughts on the initial overview of the Act’s language. A number of the provisions included in the Act will be subject to interpretations from the
Internal Revenue Service or other authorities. As always, investors should consult with their own tax advisors, and possibly lawyers, to determine how the specific changes under the Act impact them directly.