Description

When Congress passed the SECURE Act in late December — during the busiest time of year for most people — they gave Americans only two weeks to wrap their heads around the upcoming changes.

Catch up on the act’s biggest changes in this episode with Marc Bautis. Today, he discusses the SECURE Act’s most important features to uncover the possible impacts on your financial plan. Marc also shares new planning opportunities that have arisen from this act.

 In this episode, you will learn:

• How the age limit has changed for contributions to retirement accounts 
• Guidelines for withdrawing money from your IRA without being penalized
• Whether you can only use 529 plan money for post-secondary education
• How to inherit an IRA without tax consequences
• And more!

Tune in now to learn about the SECURE Act’s biggest changes and what they might mean for you. 

Resources:
Episode Transcript & Blog | Bautis Financial: (862) 205-5000