Estate Planning

The SECURE Act (Part 1): What It Means – the Basics

This is the first in a series of videos on the SECURE Act and its impact on your retirement accounts and what that means for you and your family.

The “Secure Act” was part of a larger law that passed with (rare) bipartisan support in late-December 2019 and became effective January 1, 2020, for most purposes.

This first video looks at the basics of the Secure Act. This is what you’ll learn:

What what did it change?
What are the rules now?
What are benefits
What are the downsides and the potential consequences?

Watch our video to learn more.

Last Modified: July 5, 2024

Categories: Estate Planning

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