March 2020: The SECURE Act

Three months ago, Congress passed legislation known as the SECURE Act, Setting Every Community Up for Retirement Enhancement Act. The passing of this legislation was a prominent topic within the financial industry, though it may not have drawn as much attention in popular media. This legislation should have been more widely covered, because it affects such a vast group of people. If you are a retirement account owner, beneficiary to a retirement account, or even the owner of a 529 plan, this legislation may affect you. We wanted to review some of the legislation in our newsletter because it directly affects so many of our clients, prospective clients, and readers. The new legislation address

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