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Maximizing Clients’ Total Wealth Post-SECURE Act

Enactment of new law will substantially change estate, tax and retirement planning strategies used for decades.

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act), which soared through the House of Representatives in a 417-3 vote, is expected to be approved by the Senate and signed into law by the end of 2019.1 The SECURE Act would establish the most significant retirement planning reform since the Pension Protection Act of 2006.

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