The SECURE Act – What You Need to Know

While most of Washington is otherwise occupied, seven Republican Senators sent a letter to Senate Majority Leader Mitch McConnell, urging prompt passage of the SECURE Act (Setting Every Community Up for Retirement Enhancement). The SECURE Act passed the House of Representatives with strong bipartisan support in May by a vote of 417 to 3. The […]

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Good News and Bad News About the SECURE Act

On May 23, 2019, the U.S. House of Representatives passed a bill that would significantly change estate planning for retirement benefits from qualified plans and IRAs. It also contains provisions that impact Elder Law planning. The Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”) received overwhelming support in the House, […]

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