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The Secure Act: What you Need to Know
November 19 @ 12:00 pm - 1:00 pm
Tim Caldwell will be a guest speaker for a program hosted by his colleagues @ the Family Estate Planning Law Group in Lynnfield, MA
In December 2019, President Trump signed into law the SECURE Act, which is the most significant legislation to affect qualified retirement plans (IRA, 401k, Roth, etc.) in almost two decades. This law dramatically increases income tax paid from retirement plans following the death of the original owner. The SECURE Act removed the ability, in most cases, to stretch out required minimum distributions from a qualified retirement plan over the life expectancy of the beneficiary. The law now requires inherited IRA’s to be liquidated within ten years of the death of the original owner.
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