Does your estate plan work with the new SECURE Act?
On the last day of 2019, President Trump signed into law the "Setting Every Community Up for Retirement Enhancement Act," or as it's being called, "the SECURE Act." The SECURE Act, which was passed on December 31, 2019, became immediately effective on January 1, 2020. Every person who has a retirement plan needs to revisit their plan and make sure it's good under the new laws. We've created this easy little quiz so you can figure out if you need to speak with your financial planner and attorney to update your plans.