1/💩ton— Jeff Levine, CPA/PFS, CFP® (@CPAPlanner) December 17, 2019
OK, kids are finally asleep, so it's time to nerd out on the SECURE Act for a little bit (i.e. the next few hours). Buckle up...
Let's start w/ the big news... the 'Death' of the 'Stretch'. In fairness, it isn't dying a complete death...
I'm not going to pretend to be an expert on the Setting Every Community Up For Retirement Enhancement aka SECURE Act, but it looks like it's time to understand how the proposed changes will impact the work we do with our clients. And I don't know about you, but I don't have the time or the desire to read through it all.
Thankfully, there are very generous people out there who have done the heavy lifting and have broken down the key components--don't take these as the end all-be all, but these Tweetstorms, articles, and blogposts should serve a a starting point to make sure you know the major changes.
Huge shoutout to everyone who hooked us up with great information and did a lot of the dirty work for us!
Jeff Levine Tweetstorm (This is GREAT!)
If I come across more great resources, I'l be sure to update the list and let you all know!