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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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