Will the SECURE Act Affect Your Retirement Planning?
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Find Out What the SECURE Act Is and How Your Retirement Planning Needs to be Changed.
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Why Use Mazzella Estate & Asset Management, LLC
The Secure Act signed into law in December 2019 has major changes in the rules for IRA distributions and contributions that may impact your investment and retirement plans. Seek the advice from an independent registered investment advisory firm with your interests as top priority.
- The SECURE Act changed a variety of retirement account rules, including who is eligible to contribute to retirement accounts and when withdrawals are required. The new legislation also adds a new exception to the early withdrawal penalty.
- You were required to start taking withdrawals from a traditional IRA by April 1 of the year after you turned age 70 1/2. These withdrawals are known as required minimum distributions. The age has changed.
- Those who inherited IRAs could stretch out the withdrawals and required tax payments on each distribution over their life expectancy. Not anymore..
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