The following list will be updated periodically as new reports are located. Therefore, please check back periodically.
- Marketwatch (Dec. 30, 2019): Secure Act includes one critical tax change ‘that will send estate planners reeling’
- Marketwatch (Dec. 28, 2019): Inheriting a parent’s IRA or 401(k)? Here’s how the Secure Act could create a disaster.
- Kiplinger (Dec. 30, 2019): 4 Estate Strategies for Affluent Retirees Under the SECURE Act
- Forbes, Danielle Seurkamp (Dec. 30, 2019): How the SECURE Act Could Diminish Your Beneficiaries’ Inheritance.
- Yahoo Finance (Dec. 27, 2019): What is the SECURE Act?
- PlanSponsor (Dec. 26, 2019): The SECURE Act is a Reality in 2020.
- Erika Haupt, Roetzel & Andress (Dec. 30, 2019): The SECURE Act Ends the Stretch IRA.
- ILS: Complimentary Webinar: The SECURE Act Decoded by Natalie Choate
- Jamie Hopkins, Forbes (Dec. 31, 2019): 6 Ways the SECURE Act May Impact Your Retirement.
- Shana Siegel, Norris Law, The National Law Rev. (Jan. 1, 2020): Estate Planning: What Does the SECURE Act Mean for You and Your Retirement?
- Simon Moore, Forbes (Jan. 1, 2020): Coming Rule Changes Will Extend 401(k)s To More Part-Time Workers, Will You Benefit?
- The American College of Financial Services (Dec. 30, 2019): The SECURE Act: Two Experts on How it Affects You.
- The American College of Financial Services (Dec. 30, 2019): What Secure Act’s Annuity, Open MEP Provisions Mean for Advisors.
- Patterson Belknap (Dec. 30, 2019): Sweeping Changes to Retirement Plan Rules Passed Under the SECURE Act – Provisions Requiring Immediate Attention
- Jamie P. Hopkins, Carson Wealth, Kiplinger (Dec. 31, 2019): Pros, Cons and Possible Disasters after SECURE Act
- Jenna M. Steiner, Womble Bond Dickenson (Jan. 2, 2020): SECURE Act.
- Ed Slott & Co (Dec. 18, 2019): Hello Secure Act, Good Bye Stretch IRA
- Barrons: How Roth IRA Conversions Can Limit the Tax Hit from RMDs (Jan. 5, 2020).
- Leimberg Information Services Introduces Comprehensive Suite of Tools to Help Advisors Navigate the SECURE Act
- Marketwatch: Now that annuities can be part of your 401(k), here’s how to make them more palatable
- Washington Post, Michelle Singletary: No, your IRA was never intended to be a vehicle to pass along your wealth
- Washington Post: New law may encourage businesses to offer retirement plans
- New parents can take penalty-free early withdrawals from retirement savings, but it will increase your taxable income
- Stinson Benefits Blog: SECURE Act Includes Retirement Plan Changes, Some Effective Immediately
- Kitces: SECURE Act And Tax Extenders Creates Retirement Planning Opportunities And Challenges (In Depth Analysis)
- Lewitt Hackman (Jan. 7, 2020): SECURE Act Creates Need for Estate Plan Review
- Groom Law Group Launches SECURE Act Resource Library Website
- Wiggin + Dana (Jan. 8, 2020): PCS Client Alert: The SECURE Act
- Seeking Alpha (Jan 7, 2020): Assessing How The SECURE Act May Impact Investing For Your Retirement
Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.
