What you need to know about the SECURE Act: Part II – Optional provisions

“In late 2019, Congress passed and President Donald Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) into law. The SECURE Act contains a number of provisions that affect individuals as well as employers with respect to their retirement programs.

Some of the provisions are required and some are optional. This article will address the potentially optional provisions of the SECURE Act affecting retirement plans and IRAs. To learn about the mandatory provisions, click here for Part I of this two-part series.” Click here to continue reading Part II.

Source: McDonald Hopkins LLC