Planning for Life Podcast

In our “Planning for Life” podcasts we share strategies & ideas for overcoming challenges in your personal and financial life.
March 27, 2020 Episode #43

What Does the SECURE Act Mean for Americans?

On December 20, 2019, Congress introduced a new act called the Setting Every Community Up for Retirement Enhancement Act — also known as the SECURE Act.

How might this new act affect Americans as they plan for the retirements they desire?

Today, Carl Coolidge answers this question by exploring the SECURE Act’s biggest changes — and what these changes mean for most Americans.

In this episode, you’ll learn:

-How the required minimum distributions (RMDs) have changed
-New distribution rules for IRA beneficiaries
-How the act is encouraging more people to participate in retirement plans
-How the SECURE Act will change the Jacobs, Coolidge & Company’s planning process
-And more!

Tune in now to learn about the bigger changes that were introduced by the SECURE Act and how they might impact your planning process.


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