How the SECURE Act Affects You – Season 1: Episode 9

The SECURE Act, passed by Congress at the end of 2019 and effective on January 1, 2020, provides several reforms to 401(k) accounts, IRAs, college savings accounts, and more. A couple of long-standing rules, including the age at which most people must begin taking their required minimum distributions, were amended. These changes created both opportunities and obstacles for people who are making plans for retirement, as well as for those with legacy plans for heirs.

What do you need to know? What important changes were made that could directly affect you, your spouse, and your ultimate heirs? Find out on this week’s episode of Managing Your Financial Future.

The investment professionals are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. Lucia Securities, LLC was acquired by LPL Financial August 2020. The investment professionals of Lucia Securities, LLC are now affiliated with LPL Financial and are conducting business using the name Lucia Capital.

Start Your Strategy

Personalized investment advice and support to help grow your portfolio