The Passage of the SECURE Act Means BIG Changes in Retirement Planning.

The passage of the S.E.C.U.R.E Act (Setting Every Community Up for Retirement) into law by the Trump administration on December 20, 2019 means big changes in retirement planning! These changes will affect everyone’s financial and retirement planning in a number of ways. Some of the biggest tax rules you have been relying upon for decades have just changed drastically, immediately impacting each and every one of them, especially if you have large IRAs. Follow the link for in depth information regarding these changes. If you have any questions, or need assistance adjusting your financial plan for these new rules, please contact one of our advisors at Balderson & Hebert, LLC today!

SECURE Act - PDF - Prepared by Davis and Harman, LLC (PRINTABLE)