• LinkedIn
  • Facebook
  • CLIENT LOGIN
(877) 573-4383
KMH Wealth Management
  • About
    • History
    • New Client FAQs
    • Philosophy
    • Affiliations
    • Giving Back
    • Careers
  • Our Team
  • Our Approach
    • Financial Planning
    • Wealth Management
    • XY Now
  • XY Now Plan
    • About The Plan
    • Financial Planning
    • Other Available Services
  • Insights
    • Published Insights
    • National Recognition
    • Brochures
  • Connect With Us
  • Menu Menu

The SECURE Act and Your Retirement Savings

February 21, 2020/in Financial Planning Resources /by KMH Wealth

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted in December 2019 as part of a larger federal spending package. This long-awaited legislation expands savings opportunities for workers and includes new requirements and incentives for employers that provide retirement benefits. At the same time, it restricts a popular estate planning strategy for individuals with significant assets in IRAs and employer-sponsored retirement plans.

Here are some of the changes that may affect your retirement, tax, and estate planning strategies. All of these provisions were effective January 1, 2020, unless otherwise noted.

Download the article to continue reading
Tags: Tax Planning
Share this entry
  • Share on Facebook
  • Share on Twitter
  • Share on LinkedIn
  • Share by Mail
https://kmhwealth.com/wp-content/uploads/2020/02/blog-secure-act.jpg 247 500 KMH Wealth http://kmhwealth.com/wp-content/uploads/2018/10/KMH-logo-color2-300x88.png KMH Wealth2020-02-21 20:35:002021-11-04 22:57:22The SECURE Act and Your Retirement Savings
You might also like
CARES Act Provides Relief to Individuals and Businesses

Latest Posts

  • The Go-To Guide for Saving Our Seniors
  • Social Security – The Forty Year Decision
  • Thoughts on Reaching Retirement Age
  • Social Security Considerations for the Self-Employed
  • Social Security – Low Hanging Fruit

Connect With Us

Planning today will enable you to chart a course towards fulfilling your goals for tomorrow.

Start a Conversation

LinkedIn  Facebook

Contact

KMH Wealth Management, LLC

mail@kmhwealth.com
(361) 573-4383
(877) 573-4383

101 S Main Street, Suite 300
Victoria, TX 77901
Map and Directions

Monday – Thursday 8 AM – 5 PM
Friday 8 AM – Noon

Quick Links

KMH ADV Part 3 Client Relationship Summary

KMH Brochure ADV Part 2A

Privacy Policy

Keller & Associates CPAs, PLLC

© Copyright KMH Wealth Management, LLC | KMH Wealth is not a CPA firm

Myths and Facts about Social Security CARES Act Provides Relief to Individuals and Businesses
Scroll to top