The New Retirement Rules: The SECURE Act and What You Need to Know

The SECURE Act is the biggest retirement-related legislation in over a decade. The new rules impact 401(k) plans, IRAs, 529s, RMDs and more. It is important to make sure you are taking advantage of the new savings and tax planning opportunities under these new rules.

Key things we’ll cover during this webinar include:

  • Why your 401(k) plans will look different in the future.
  • New age limit rules for contributing to and spending IRAs. (How new parents can withdraw money for child expenses.)
  • One way the government is trying to address student loan debt.
  • The Death of the Stretch IRA” and what it means for your family.
  • The importance of planning and managing your taxes.
  • How small businesses can benefit from starting a retirement plan.

Funding retirement is one the one of the biggest challenges we all face.

Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.