SECURE Act – Effective January 1, 2020

With the New Year fast approaching, we wanted to take the opportunity to wish you a happy, healthy, and prosperous 2020 and to inform you of some significant legislation that passed in the final weeks of 2019.

You may have heard that the SECURE Act passed and is now the law, effective January 1, 2020.  This new tax law change is the largest new legislation on retirement plans in many years and will have a major impact on retirement account (IRA, 401(k), 403(b)) planning.

We have been hard at work creating new seminars and workshops on these law changes, investment outlooks, and new planning strategies.  Watch our website in the coming weeks for session dates so you don’t miss any of these informative seminars.

We also encourage you to discuss the SECURE Act with your advisor at your next meeting and see how it may impact your retirement plan.

Thank you for a great year.  We look forward to working with you in 2020 and for many years to come.

Happy New Year,

Your Financial Team at High Falls Advisors

 

 

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