The SECURE Act was passed as part of the spending bill in late 2019, and there are nearly 30 new provisions or major changes that will impact practically everyone – recent retirees, employers, advisors, full-time employees and part-time employees.

Some SECURE Act Changes That Could Impact You:

The age for taking required minimum distributions (RMDs) from 401(k) and IRA accounts is increased from 70½ to 72.

Eradicates “stretch” payouts for non-spouse beneficiaries (children/grandchildren).

The 10 Year Rule: anyone who inherits an IRA in 2020 is required to take full distribution of the IRA within 10 years.


We’re here to help:

Review your estate plan.

Review your retirement plan.

Make sure you’re still on track to meet your goals.

Remember, Annex Wealth Management is a fee-only registered investment advisor. We are required to act in your best interest, not our own.

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