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The SECURE Act—One Year Later

Identify clients who are affected by the changes, and determine how best to implement estate-planning strategies.

The Setting Every Community Up for Retirement Enhancement (SECURE) Act1 was signed into law on Dec. 20, 2019. Now, over a year later, we’ve had some time to identify the provisions of the SECURE Act that have significantly impacted distribution and estate planning for retirement benefits. The challenge for professionals is to identify clients who are affected by these changes and determine how best to implement effective planning strategies. To that end, we revisit some of these

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