Opportunities and Challenges Under the SECURE Act

Matthew J. Mancini, CFP®, ChFC®, AEP® |
Wealth Planning
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The SECURE Act contains many changes for individuals with retirement plans as well as small businesses with retirement plans.The elimination of the “stretch” provisions for most non-spouse beneficiaries of IRAs and defined contribution plans (like a 401(k)) is perhaps the most significant and publicized change that is brought about by the SECURE Act.The Act provides for a later starting date for required minimum distributions (RMDs) from retirement accounts, up to 72 from 70½.

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Business Owners Outlook: 4Q 2019

Wilmington Trust |
My Business
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Our Business Owners Outlook is a quarterly survey that explores business owners’ concerns and outlooks on themes that are most important to them.  In this issue, “Is Now the Time to Sell?” survey respondents shared their attitudes toward transitioning their business in light of their perceptions of macroeconomic and political conditions.

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