5 Ways SECURE Act Could Impact Your Plan

The SECURE Act was passed in the waning days of 2019, and made sweeping changes to the treatment of retirement accounts.  

This webinar touches on some of the key changes to the treatment of retirement accounts, the potential implications of those changes on your planning, as well as strategies that may help realign your plan with your goals. It also covers several of the retirement planning provisions under the newly passed CARES Act.