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Final RMD Regulations Under SECURE Act Expected

​​​​​​​The IRS issued proposed regulations in February 2022 that expanded on the changes made by the SECURE Act to require minimum distributions (RMDs) from most retirement accounts. The proposed regulations contained some...more

SECURE Act: Significant Changes to Beneficiary Distributions

The SECURE Act – the “Setting Every Community Up for Retirement Enhancement” Act – was signed into law by President Trump on December 20, 2019. The law generally took effect on January 1, 2020....more

SECURE Act Is Expected to Become Law By December 20, 2019

On December 17, 2019, the US House of Representatives approved an appropriations bill, which includes the SECURE Act previously passed in the House. President Trump is expected to sign it once it reaches his desk. The...more

SECURE Act Is Passed by the House

This morning the US House of Representatives approved the SECURE Act, which will have wide-ranging implications for retirement plans if eventually passed by the US Senate.  Among other things, the “SECURE” Act – which stands...more

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