In late December 2019 the most significant changes to tax deferred retirement accounts in perhaps the last 20 years were enacted through the passing of the SECURE Act. The "Setting Every Community Up for Retirement Enhancement" Act (or the acronym "SECURE" as it is known) is overall an effort to boost American's ability to save and invest towards building for retirement, but where things were given on one hand, some significant generational wealth transfer strategies were eliminated with the other. Don & Cory discuss the best and the worst of the SECURE Act, and if you have one dollar in tax deferred retirement accounts, you NEED to know about these.
