How SECURE Are Your Retirement Accounts?

The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 took what we know about planning for inherited retirement accounts and flipped it on its head. Without proper planning and attention to your qualified retirement accounts, your beneficiaries could be on the hook for a tax bill they were not anticipating. 

This article highlights the changes under the SECURE Act and offers some strategies planners might want to take into consideration when planning for retirement accounts. 

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