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What are the SECURE Act Opportunities?

Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Jan 08, 2020 @ 12:00 PM

On December 20, 2019, President Donald Trump signed into law a spending bill containing the SECURE Act (Setting Every Community Up for Retirement Enhancement Act). The new legislation took effect on January 1st of 2020, giving only 11 days (minus holidays and weekends) for everyone to adjust. This has left many financial institutions and financial professionals affected and scrambling to prepare.

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Tags: IUL (indexed universal life insurance), annuity, retirement strategies, Inherited IRAs

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