Navigating the SECURE Act

Legislative shift. Understand the SECURE Act's core changes, designed to enhance retirement security and address evolving financial landscapes.

SECURE Act Overview

Age adjustments. Learn about the extension of the age for making traditional IRA contributions, allowing individuals to save for longer.

Extended Contribution Age

RMD alterations. Explore the adjustments to RMD rules, affecting the timing and distribution of retirement savings during the later years.

Required Minimum Distributions (RMDs)

Beneficiary considerations. Understand how the SECURE Act impacts inherited IRAs, affecting distribution timelines and tax implications for heirs.

Inherited IRA Changes

Employer provisions. Delve into how the SECURE Act supports small businesses in offering retirement plans to employees, fostering broader access.

Impact on Small Businesses

Annuity options. Explore the inclusion of annuities in 401(k) plans, providing retirees with additional choices for creating a secure income stream.

Annuities in 401(k) Plans

Learn about penalty-free distributions for qualified birth or adoption expenses, supporting family-oriented financial planning.

Penalty-Free Distributions for Birth or Adoption

Incentives for employers. Understand how the SECURE Act offers tax credits to small businesses promoting the establishment of retirement plans.

Tax Credits for Small Business Retirement Plans

Empowering choices. Armed with insights, make informed decisions about your IRA and retirement planning in light of the SECURE Act's transformative changes.

Informed Retirement Planning

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swipe up! - Unveiling the impact of the SECURE Act on your IRA. Explore key considerations for navigating the evolving landscape of retirement planning.