Tag SECURE Act

Retirement, Taxes

Setting Every Community Up For Retirement Part II

The SECURE Act’s Impact On Estate and Retirement Planning In the first part of this series, we discussed the potential ramifications the SECURE ACT has for your estate and retirement planning. Here, we’ll look more deeply into additional strategies you…

Elena Ortega-Tauler, Esq.
January 31, 2020

Legacy Trust Counsel, Retirement

Setting Every Community Up for Retirement Enhancement Part I

The SECURE Act’s Impact On Estate and Retirement Planning On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it represents the most significant retirement-planning legislation in decades. Indeed, the changes…

Elena Ortega-Tauler, Esq.
January 24, 2020