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Understanding the SECURE Act: What it is and how it will impact you

The SECURE Act was passed as part of the spending bill in late 2019 and there are nearly 30 new provisions or major changes that will impact nearly everyone – recent retirees, employers, advisors, full-time employees and part-time employees. Get a plan: annexwealth.com/get-started... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA The SECURE Act, also known as the Setting Every Community Up for Retirement Enhancement Act, was signed into law in December 2019 and aims to make significant changes to retirement plans for individuals across the United States. This article will provide an overview of the SECURE Act and highlight how it may affect you and your retirement savings. One of the key features of the SECURE Act is an increase in the required minimum distribution (RMD) age. Previously, individuals were required to begin taking withdrawal...

Avoid These Common Errors and Traps When Passing on an IRA or Retirement Plan

Inherited IRA Advice: California Estate Planning Attorney explains how SECURE Act changed IRAs, why you need IRA Trust. 👉 Book a Call at to review or set up an IRA Trust and pass on your IRA the right way. The laws around inheriting IRAs are complex and fraught with danger while the opportunities are huge. Learn the crucial steps to ensure your legacy. Topics include the SECURE Act, IRA Trusts, Roth Conversions, Out-of-State IRAs, and the mistakes made by almost 90% of heirs. Among the many topics we’ll cover in this legal webinar are: The SECURE Act Required Minimum Distributions (RMDs) Tenth year rule Designated beneficiaries IRA Trusts Asset Protection Tax Bracket Arbitrage ROTH conversion To watch this video on our website, click here: For more information about IRA Legacy Trusts, click here: 👉 Book a Call at for California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel ...

The SECURE Act and how to be financially fit in 2020

The SECURE Act and how to be financially fit in 2020... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/the-secure-act-and-how-to-be-financially-fit-in-2020/?feed_id=56393&_unique_id=63b389c2438b3 #Inflation #Retirement #GoldIRA #Wealth #Investing #Finances #money #saving #thesecureact #SpousalIRA #Finances #money #saving #thesecureact