The SECURE Act of 2019: Significant Adjustments to Retirement and Estate Planning

As most of us were welcoming family and friends to town for the holiday season, on December 19, 2020, Congress strongly passed on a bi-partisan effort: the SECURE Act of 2019. SECURE stands for Setting Every Community Up for Retirement Enhancement. There have been some major changes here for people already in retirement and for those planning on passing some of their retirement assets to the next generation. Read more of what this entails on this month’s My City Magazine Article here.