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Episode 36: Retirement Planning in the Era of the SECURE Act

Episode 36: Retirement Planning in the Era of the SECURE Act

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In this episode, Eric and Katie discuss navigating recent changes to your IRA, 401(k) and other retirement accounts.

Key takeaways:

  • The SECURE Act of 2019 and the SECURE Act 2.0 are laws passed in Washington to fortify retirement preservation for Americans
  • The SECURE Act laws establish several new provisions that will affect most Americans who are saving for retirement
  • There are 5 main aspects of the SECURE Act that will most likely impact retirement and legacy planning – inheritance planning, RMD age changes, age limitations, catch-up contributions, and small employer retirement plans

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