Episode 15

2 Ways the SECURE Act Will Impact Your Retirement Accounts


January 28th, 2020

19 mins 14 secs

Your Hosts

About this Episode

More than 85 million Americans have IRAs — and the SECURE Act stands to affect all of those plans and more. Scott Swain of Cohen & Company and Leon LaBrecque of Sequoia Financial Group give real-world examples of the impact of the new Required Minimum Distribution age as well as the elimination of the stretch provision, which will significantly increase the tax burden on individuals inheriting IRAs. Learn how tax bracket management, trust planning and other proactive steps may be necessary to align your retirement goals.