SECURE Act of 2019
Inside Changes Coming to the Secure Act (Ben Ronning Commentary)
Should they come to pass, you’ll want your adviser to account for these changes in your financial plan. read more >
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Do You Feel SECURE? (Johnny Brown Commentary)
The financial industry is adjusting to a new federal law that is not yet widely known by retirement plan investors and sponsors but could have serious implications for their retirement plans. read more >
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Deferral Period Shorter for Non-Spouse Beneficiaries of Retirement Accounts (Dan Young Commentary)
The recently enacted Setting Every Community Up for Retirement Enhancement Act of 2019 limits the deferral period for most non-spouse designated beneficiaries to 10 years. read more >
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