How the SECURE Act Impacts Your Retirement Planning Decisions

How the SECURE Act Impacts Your Retirement Planning Decisions

The Setting Every Community Up for Retirement Enhancement (SECURE) Act that was enacted this past December is designed to give better access to tax-advantaged accounts and to limit the risk that older Americans might outlive their assets. Along with better access, the Act provides more choices for retirement planning.

Whether the SECURE Act helps or hinders your retirement savings depends on how you use the choices that are provided. Join Wealth Advisor Sam Rouman, AIF®, CFP®, CLU, ChFC and Tax Shareholder Heather Gunderson, CPA to learn more about the new options including:

// Added time before 401(k) participants must take required minimum distributions (RMDs)
// How individual retirement accounts (IRAs) are changing
// How these changes can impact your retirement and estate planning

Register Below to Watch Now



DATE: March 18, 2020
TIME: 13:00 pm - 02:00 pm
PRESENTER: Sam Rouman, AIF®, CFP®, CLU, ChFC and Heather Gunderson, CPA
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