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Whether you are getting ready to retire or already enjoying retirement, our team of professionals at Andersen Wealth Management can help you determine a strategy that may be appropriate for your financial situation.
Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.
0%
of Americans report losing sleep thinking about retirement.
0%
of Americans believe that they have enough money for their retirement.
0%
of Americans are guessing at how much money they need for retirement
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The SECURE Act: How it Could Affect Your Retirement and Estate Plans
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on December 20, 2019, and it took effect on January 1, 2020. Overall, the legislation is intended to strengthen retirement security nationwide, but it also contains multiple changes that impact retirement and estate planning. Let’s dig into a few of the most significant provisions.