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6 Key SECURE Act Takeaways for Individual Investors

January 23, 2020

Review key changes that may affect your retirement and estate planning.

Passed in December, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 has wide-reaching impacts on retirement savings and estate planning for many Americans.

Review some of the new law’s key components below. Your advisor can help provide more detail and recommend adjustments to your retirement and estate plans, if warranted.

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Sorting Through the Benefits of Retirement

Take a look at how your retirement benefits can replace your workplace paycheck.

January 30, 2019

Retirement may evoke thoughts of long, relaxing days and free afternoons with your grandchildren. But while this period of unstructured time can be sweet and easy, it also requires doing your due diligence to prepare for a myriad of more practical changes. While you’re planning your retirement, you’ll need to address how your retirement benefits will compensate for your workplace ones. Doing so could help preserve your retirement fund and offer you something more precious than money: security and comfort.

By collaborating with your financial advisor, you can establish strategies to pay for essentials such as healthcare as well as determine income-generating methods to cover your paycheck in retirement. Here are a few topics you’ll want to cover.

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