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4 Ways the SECURE Act Will Change Your Retirement

David Hicks

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.

Webinar Timestamps

Introduction

[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

What Now?

[19:51] Resources and Next Steps

Resources

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?

Click here to schedule a complimentary 15-minute phone chat with David.

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