The SECURE Act & How It May Effect Your Retirement Plans

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The House Of Representatives just OVERWHELMINGLY passed the S.E.C.U.R.E. (Setting Every Community Up for Retirement Enhancement) Act bill, 417-3.

If this bill passes the Senate and is signed in to law, it could effect your retirement plan, especially in terms of:

  • Required Minimum Distributions
  • Setting up your 401(k) Withdrawals

Both of which could be good news! Watch Sam's video for the information!

You can learn more about the SECURE Act directly from the Congress website by clicking here.

We hope you enjoy your Memorial Day weekend! May we come together to honor and remember our servicemen and women who answered America's call to service and paid the ultimate price.

To those who served and are no longer with us - we remember you, and we thank you.

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Have a list of questions around your finances? Thinking about your retirement situation?

Let’s chat.

Whether you’re asking questions about when you can retire, how to manage your investments, or if you have enough to leave the impact you want for your family and community, we’re here to help. Use the calendar below to schedule a 15 minute introductory call directly with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.


 

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