SECURE Act: Major Tax & Estate Planning Implications

On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) as part of the 2019 omnibus spending bill. The SECURE Act, which is effective January 1, 2020, makes the most dramatic changes to retirement account laws seen in the past decade. While most popular media have focused on the impact of the SECURE Act during the original retirement plan owner’s lifetime, you should be aware the Act also makes potentially catastrophic changes to the tax treatment of retirement plans for beneficiaries upon the account owner’s death.

For those planning to pass down retirement plans as an inheritance, these SECURE Act rules come as a devastating blow and new tax planning strategies may need to be explored. 

In this report, you'll discover:

  • Why these new rules may be a devastating blow to your estate plan
  • Why new tax planning strategies may be needed to maximize these accounts over time
  • Why your current estate planning documents may need to be updated in light of the SECURE Act
  • Why estate planning for retirement accounts is no longer a 'one-size-fits-all' scenario

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