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EPISODE · Feb 4, 2020 · 11 MIN

The SECURE Act Explained

from We Make Money Fun · host Jon gay, Shanna Tingom

Important aspects of the new SECURE Act: IRA Contributions Required Minimum Distributions Legacy Retirement Accounts (for your heirs) Implications for Small Businesses 529 College Savings Plans Shanna Tingom of Heritage Financial breaks down each of these areas of the SECURE Act. Resources: Heritage Financial Website Call Heritage Financial at: (480) 397-1184

Episode metadata supplied by the publisher feed · Published Feb 4, 2020

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Over the holidays, Congress passed the SECURE Act, which will have numerous financial implications for you, your retirement, and your family. Shanna Tingom and Jon Gay break it all down.

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The SECURE Act Explained

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