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The SECURE Act Explained

Episode Summary

Over the holidays, Congress passed the SECURE Act, which will have numerous financial implications for you, your retirement, and your family. Shanna Tingom and Jon Gay break it all down.

Episode Notes

Important aspects of the new SECURE Act:

• IRA Contributions
• Required Minimum Distributions
• Legacy Retirement Accounts (for your heirs)
• Implications for Small Businesses
• 529 College Savings Plans

Shanna Tingom of Heritage Financial breaks down each of these areas of the SECURE Act.

Resources:

Heritage Financial Website

• Call Heritage Financial at: (480) 397-1184