The SECURE Act
You may have heard about the SECURE Act. The SECURE Act significantly impacts traditional estate planning for retirement plans in that it necessitates a 10-year payout for retirement accounts after your death.
We’ve found that many of our clients have been significantly impacted by the SECURE Act, but we’ve also found that there are a number of planning techniques that can mitigate the harsh impact the SECURE Act is creating. I’d like to schedule a time when we can meet and discuss some of these in more detail:
My office will be in touch soon to set up a time that’s convenient for us to meet so we can discuss how your estate planning has been affected by the SECURE Act — and what you can do about it.
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Important SECURE Act Information
April 27, 2023