Chief Insights

Episode 15: 2 Ways the SECURE Act Will Impact Your Retirement Accounts

January 28th, 2020  •  19 mins 14 secs  •  Download (17.6 MB)  •  Link with Timestamp

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More than 85 million Americans have IRAs — and the SECURE Act stands to affect all of those plans and more. Scott Swain of Cohen & Company and Leon LaBrecque of Sequoia Financial Group give real-world examples of the impact of the new Required Minimum Distribution age and the elimination of the stretch provision. Learn how tax bracket management, trust planning and other proactive steps may be necessary to align your retirement goals.