Justin Brown, left, and Brittany Yodis, right, with Ballard Spahr. Courtesy photos Getting SECURE With Recent Changes in Retirement Planning
Just when planners began to feel more secure with the SECURE Act, on Feb. 23, the Internal Revenue Service issued proposed regulations that were aimed at clarifying the provisions of the SECURE Act but which surprised many planners with new interpretations of the SECURE Act.
September 07, 2022 at 12:48 PM
8 minute read
The Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act), which became effective Jan. 1, 2020, significantly changed traditional notions of retirement and estate planning. Just when planners began to feel more secure with the SECURE Act, on Feb. 23, the Internal Revenue Service issued proposed regulations that were aimed at clarifying the provisions of the SECURE Act but which surprised many planners with new interpretations of the SECURE Act. While these regulations are just proposed (and additional changes may occur in the future), the proposed regulations should now be considered when engaging in retirement planning.
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