CorePlus Credit Union

How The SECURE Act May Impact Your Retirement Planning

Retirement Seniors

The SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law Dec. 20, 2019. With it came significant changes to the retirement planning landscape. This article provides an overview of the Act sections that may impact your retirement planning choices.

Here are some of the items covered in the full article:

  • No more Inherited Stretch Provision (generally)
  • Required Minimum Distributions (RMDs) to begin at 72
  • Elimination of age limit

Download the FULL ARTICLE HERE

 

CPCU Financial Services
 
For more information please contact:

Jay Noyes, Financial Advisor
860-885-3679 office
[email protected]

or

Holland Rajaniemi, Associate Financial Advisor
860-885-3680
[email protected]

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

The Representative is neither a tax advisor nor attorney. For Information regarding your specific tax situation, please consult a tax professional. For legal questions, including information about estate planning, please consult your attorney.

 

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