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Secure Act Tax Changes


The Secure Act passed in 2019 and has some big implications for tax planning specifically when it come to passing on generational wealth. For year the stretch IRA has been a planning staple. A way for kids, grand-kids, etc to minimize the tax implications of inheriting a large sum of qualified retirement account money. Starting in 2020 the rules around inherited IRAs will change drastically. Now more than ever, ROTH conversions ans properly structured cash value life insurance policies should be considered as part of your overall retirement and estate planning strategy. To see our views on retirement planning check out our free course: Have other questions: Book a Time to chat here: OR Send us your question here: ...(read more)


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