Key Provisions of the SECURE Act Retirement Plan Legislation

The SECURE Act was recently signed into law in the U.S. It was a landmark legislation that may affect how you plan for retirement. Most of the provisions went into effect in 2020, which means now is the time to consider how these new rules affect your estate and tax planning. 

For the second part to this series, see How the SECURE Act May Affect Your Estate Plan. 

For the third part to this series, see Minimize the Tax Burden of the SECURE Act's 10-Year Payout.