Episode #11: How the Proposed SECURE Act Might Damage Your Legacy
On This Episode
“The consequences of this bill will be devastating to people who have worked hard their entire lives, played by the rules, and accumulated significant amounts of money in their IRAs and retirement plans.” That’s a direct quote from Carrie in this week’s program. Congress is in the midst of passing the SECURE Act, which brings some small benefits to retirees, but also contains some major impacts that could shake the foundation of an ill-executed legacy plan. We’ll cover the ins and outs of the bill’s implications on the show.