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The SECURE Act Information
Signed into law late last week, Nationwide immediately began to consider how this would affect our members. The Advanced Consulting Group created content that addresses the changes to the law and corresponding planning strategies.
- Whitepaper: From ACG Senior Director Tom Duncan that addresses personal planning impacts and overviews key developments. It highlights the changes around the distribution, contributions and inheritance of IRAs including a full breakdown of the exceptions to the new ten-year rule for inherited IRAs.
- Two Podcast Episodes: From Tom and the team’s dedicated marketer, Chad Queen, that reinforce these law changes and wealth transfer opportunities that advisors should be thinking of as this law becomes enacted at the onset of 2020. These episodes are available on the ACG’s external podcast feed and through the Apple and Google podcast apps on all devices: Part 1; Part 2.
Look for more updates as they become available here.
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