Major changes to retirement tax rules took effect on January 1 this year that are impacting every retiree with a retirement account. In December, a $1.4 trillion spending bill was signed into law to keep the government running. Within this legislation was the Setting Every Community Up for Retirement Enhancement (SECURE) Act—which brought some of the most significant changes we have seen to retirement tax laws in more than a decade.
From legacy planning considerations with the elimination of the stretch IRA to the age change for required minimum distributions, click here to download the highlights of how the SECURE Act will affect you and your retirement savings.
For professional assistance navigating updates your retirement or estate plan may require, contact our office at 703-466-0477 to schedule a time to discuss.
Securities offered through Triad Advisors, LLC, Member FINRA/SIPC
Investment Advisory Services offered through AMJ Financial Wealth Management LLC
AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors LLC
Ed Slott’s Elite IRA Advisor Group™ is an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry. Ed Slott’s Master Elite IRA Advisor Group™ is limited to invited advisors who have been a member for two consecutive years or longer. These members have completed training all of Ed Slott’s training modules and successfully passed the bi-annual exams based on material covered during our workshops and webcasts. Members are also required to attend at least one workshop per year. Ed Slott and Triad Advisors are not affiliated.