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At the end of 2019, Congress attached the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) to a year-end spending bill. When any new law is passed, there are often more questions than answers. At Buckingham Strategic Wealth, we feel the best advice is to begin a discussion about the impact of these changes sooner, rather than later. There are several important provisions related to administration requirements and tax incentives for company sponsored retirement plans.  In addition, there are changes for individuals such as the ability to use a Stretch IRA and when you will need to take required distributions from tax deferred accounts.

If your company offers a retirement plan or you are considering offering one, and you are not sure how these changes impact you, we invite you to reach out to one of the Advisors at Buckingham Strategic Wealth.   We have extensive experience in designing, implementing, and monitoring retirement plans for small business owners.   Our team of professionals have spent numerous hours reviewing the impact to individuals and business owners with regards to retirement account distributions, qualified plan tax credits, and access to multiple employers plans to maximize client benefits and reduce costs.  

 We are happy to discuss how the SECURE act provisions may affect your specific circumstances or your company’s qualified plans at no cost to you. 

Eric Ousley, CFP®
Wealth Advisor
BUCKINGHAM STRATEGIC WEALTH
eousley@bamadvisor.com | 317.975.3492 (direct)
8555 N. River Road, Suite 410, Indianapolis, IN 46240
BuckinghamAdvisor.com

 

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