The SECURE Act was signed into law on December 20, 2019.  It is the largest retirement planning bill enacted since the Pension Protection Act of 2006. 

This Act affects four main areas of consideration: 1) IRAs, 2) Retirement Plans, 3) 529 Plans and 4) specific tax extenders along with disaster act tax relief.   In February, I had the opportunity to present this topic to many North Carolina financial advisers and their clients.  You may view, through this link, my presentation which shows the highlights of the changes discussed.  If you have any questions about any of these changes presented, I would be happy to discuss them with you further.     

Diane Helms, CPA, CGMA