The SECURE Act

by | Jan 31, 2020

The SECURE Act:

  • What is it and how did it become law?
  • Changes for small business
  • Changes for Required Minimum Distributions (RMD’s)
  • Changes for Traditional IRA contributions
  • Changes for 529 College Savings Accounts
  • Effects on so-called “Stretch IRAs.”
  • How the SECURE Act will push people to take a look at their retirement strategies.

 

 

To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com. The ThimbleberryU Podcast is produced by JAG Podcast Productions – https://jagpodcastproductions.com/