Show Me the Money! | The SECURE Act Retirement | Part 3/4

The SECURE Act signed December 19th, 2019, is the law. Pay attention to the retirement income numbers, Ask these questions to keep yourself out of trouble.

Show Me the Money!
Working Savers get more Privileges in Retirement Savings Accounts.

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Good News, you have more options!
This group of changes is intended to make it easier for smaller employers to give retirement savings programs, and make it easier for those nearing retirement to know what they can count on as income from their savings.

Why is this important?
The intention of the provisions below is to make it easier and more clear for all to have a retirement plan, and know what that translates into for predictable income in retirement. Our concern is a false sense of security from all the information presented.

The SECURE Act signed December 19th, 2019, is the law for 2020 and beyond.

1. What you need to know-
Any chance you get, roll your company savings plan to your IRA.

Pay attention to the retirement income numbers, AND ask these questions to keep yourself out of trouble.

Important Retirement Questions: Exit Strategy, Control, & Adapt / Adjust: https://retirehappily.net/important-retirement-questions/

2. How it may or may not affect you-
This should make it easier for you to have more information and hopefully, confidence in your retirement plan.

3. What to ask your CPA, Attorney, or Financial Professional-
The biggest challenge on this topic is being certain you’re getting insights from someone who knows the specifics of this particular topic. Unfortunately, well-meaning professionals are influencing savers just trying to be helpful but giving incomplete or bad information on complicated scenarios they think they know. Ask these questions to get a better idea of who you are talking to and if their area of expertise is likely to fit your changing needs.

7 Basic Questions You Should Ask Every Financial Advisor You Meet: https://retirehappily.net/7-basic-questions-you-should-ask/

4. How to know if you are doing it right-
Keep asking questions of someone you are comfortable is looking at the big picture AND all the little details of your plan.

Rest assured, as we further evaluate this new piece of retirement legislation, we will continue to give you insights on what you need to know to not miss out on the opportunities that you may benefit from going forward.

More to Come …

George Wells

Read this article on our website: https://retirehappily.net/show-me-the-money-from-secure-act-part-3-of-4/

Ps. As always, when you have specific questions or need specific application insights, drop us a line. Life is too short to not – Retire Happily!

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