By: Beth Gaasbeck, CPA, MBA and Robert N. Polans, CPA, MT, PFS
Welcome to Part II of our two-part blog discussing the SECURE Act and its impact on retirement and estate planning. The Act was signed by the President on December 20, 2019, and is effective as of January 1, 2020. Today’s focus is on the not-so-good parts of the Act.
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By: Beth Gaasbeck, CPA, MBA and Robert N. Polans, CPA, MT, PFS
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) as part of the Further Consolidated Appropriations Act, 2020, effective 1/1/2020. Not exactly a Holiday present, there are favorable and unfavorable provisions impacting your retirement planning. In this two-part series, we will take a closer look at the highlights under the law.
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