SECURE Act removes the stretch inherited IRA

Bray Creech, MBA, CPA, CFP®
Citizen Times — February 25, 2020

Passed in December 2019, the SECURE Act marks the first major retirement income overhaul in more than a decade — and, so far, it’s kept financial advisors like myself busy fielding questions about changes, new challenges and concerns

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How the SECURE Act impacts your retirement savings

Bray Creech, MBA, CPA, CFP®
Citizens Times — January 21, 2020

I come bearing good news for the new year: The SECURE Act of 2019, a retirement savings reform bill, was signed into law last month. SECURE, a clever acronym for Setting Every Community Up for Retirement Enhancement, expands access to tax-advantaged retirement savings accounts, and, ultimately, it aims to help Americans save for a secure retirement. While I could spend an entire article listing all of its provisions, I’d rather focus on just a few areas that may impact those of you at or near retirement.

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