On December 20, 2019, the President signed into law the SECURE Act, this stands for “Setting Every Community Up For Retirement Enhancement” Act. The SECURE Act greatly changes many aspects of IRA planning. Our Attorney Justin M. Kennedy discusses what our prospects and clients need to know about the new law.
Please contact us using our contact form or by phone at (408) 356-9200 to learn more about how the new act will affect you and your family.
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