Estate Planning Update shows man pointing at financial planning graph.

Estate Planning Update: How the SECURE Act Affects IRA Beneficiaries

August 24, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which is changing retirement and estate planning for many. One major provision of the Read More...

Retirement plan sponsors with woman holding an open sign.

The SECURE Act: What It Means for Your Company’s Retirement Plan

January 2, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: A bill that comprehensively reshapes the realm of employer-sponsored retirement plans for employers and Read More...

SECURE Act depicts community of people on board as three people sit on a bench looking at them.

Setting Every Community Up for Retirement Enhancement (SECURE) Act

January 2, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: On December 20, 2019, the SECURE Act was signed into law. The SECURE Act contains 29 provisions, Read More...