Just before 2019 ended, Congress surprised us by approving the Setting Every Community Up for Retirement Enhancement Act of 2019, otherwise known as the SECURE Act.
This new act will majorly change the way that pre-retirees and retirees handle their retirement plans moving forward.
In this webinar, Oakmont’s David Hicks provides an overview of the SECURE Act and 4 key ways it could affect your retirement.
Click below to watch the replay or view the slides.
[00:10] Who will be affected by the SECURE Act?
[01:25] What is the SECURE Act and why was it created?
4 Major Changes to Your Retirement
[03:50] Changes to the Required Minimum Distribution (RMD) Age + Examples and Scenarios
[08:57] Changes to Inherited IRA Rules
[16:25] Changes to IRA Contributions Age Restrictions
[17:53] Changes to 401(k) Plans
[19:51] Resources and Next Steps
- The Setting Every Community Up for Retirement Enhancement Act of 2019 (The SECURE Act) by the House Committee on Ways and Means – A section-by-section breakdown of the SECURE Act from the government
- Securermd.com – Information on how your RMDs will be affected by the SECURE Act
Schedule a 15-Minute Chat
Have more questions about how the SECURE Act will affect you? Would you like to discuss changes to your retirement plan?