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. |
1 Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation Guardian® is a registered trademark of The Guardian Life Insurance Company of America. © Copyright 2022 The Guardian Life Insurance Company of America *pre-approved content* Context: the email archiving team has been flooded with emails to review even though they’ve already been reviewed/approved by ARU; we are trying to help them by inputting a simple text identifier so they can create a new rule to help weed some of that content out. Pub10338IN-EM (3/22) |

Important SECURE Act Information
April 27, 2023