As you may know the SECURE Act was signed into law on December 20, 2019. This landmark piece of retirement legislation could have an impact on decisions you may want to make regarding your retirement savings strategy. I have attached a one-page summary that highlights some of the key changes as well as some additional detail regarding the specific provisions. Please feel free to contact me us at 203.245.3131 if you would like to discuss how these changes may impact you.
Top 10 Key Provisions of the SECURE Act
Craig & Kim