The SECURE Act is the most significant retirement plan legislation in 13 years, and many of its provisions are effective in 2020. It affects employers who currently sponsor retirement plans, and encourages those without plans to set them up. It also impacts plan participants, IRA holders and their beneficiaries, and expands the uses of 529 college savings plans.
Coronavirus Update: We are well equipped to address your financial/investment/retirement planning with proper precautions in our office or remotely through telephone and video conferencing. Social distancing does not have to stop you from attending to your personal and business financial planning needs. Please call us at 305-931-3200 for further details.