SECURE Act - 4 Items Everyone Should Know

The SECURE Act, or “Setting Every Community Up for Retirement Enhancement Act,” offers several major adjustments to how we save, prepare for and enjoy retirement.  Overall, this legislation will have substantive repercussions for individuals planning for their financial futures.

 

Please visit www.rhitch.com for more information.

 

Sources:

https://www.congress.gov/bill/116th-congress/house-bill/1994

https://www.kitces.com/blog/secure-act-2019-stretch-ira-rmd-effective-date-mep-auto-enrollment/

 

Ryan Hitchcock

Financial Planner

 

Direct: 414-253-4611

rhitchcock@highpointcaptialgroup.com

 

 

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not guarantee of future results.  Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. 

 

1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.