Free Retirement Plan Consultation on the SECURE Act Changes
The Setting Every Community Up for Retirement Enhancement Act of 2019 – the SECURE Act – is the largest overhaul to retirement plans since 2006 and it's complicated. Enacted on January 1st, the SECURE Act is aimed at helping Americans more easily participate in tax-advantaged retirement accounts as well as helping ensure that older retirees do not outlive their assets.
To get a full understanding of the SECURE Act details and potential implications, you may need a professional to help guide you through restructuring or setting up your retirement plan. You're retirement plan could be greatly affected by the SECURE Act! A free 15 minute consultation with our team will give you:
- More knowledge on the facts
- A full understanding of the SECURE Act
- Information on the rules that will affect you and your retirement plan
- The resources to develop a retirement plan or update your current plan
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.