Tag: beneficiaries

The SECURE Act and Retirement Plan Beneficiaries

In a companion post, we discussed four major changes resulting from the passage of the SECURE Act and strategies to manage them (Top 4 SECURE Act Changes That May Impact You and How To Plan For Them). In this post, we will discuss the new class of retirement plan beneficiaries called Eligible Designated Beneficiaries (EDBs) […]

Top 4 SECURE Act Changes That May Impact You and How To Plan For Them

By now you’ve probably heard of the SECURE Act and its impact on retirement plans. The purpose of the SECURE Act, which became law in late 2019, was to increase Americans’ access to retirement savings plans, but you may be directly impacted in other ways. Here are the top four changes that will affect most […]