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Planning Primer – SECURE ACT 2020

It is likely that most of you reading this have already read, or at least heard about, the Setting Every Community Up for Retirement. Enhancement Act of 2019 or better known as the SECURE Act. It was legislation that was originally passed by the House in July and finally approved by the Senate and the President on December 20th, 2019. This bill includes some significant provisions which center on increasing access to tax advantaged accounts and helping aging americans to better utilize their retirement assets. Below we will provide our take on the good and the ugly portions of this Act. Our review is meant to be very high level and simply to ensure that you are aware of the significant changes and to provide a perspective. We have categorized the changes as either good or just straight ugly.



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