Opportunities and Challenges Under the SECURE Act

Matthew J. Mancini, CFP®, ChFC®, AEP® |
Wealth Planning
Secure Act NC.jpg

Passed in December 2019, the SECURE Act changed several retirement plan provisions for both individuals and businesses.The elimination of the “stretch” provisions for most non-spouse beneficiaries of IRAs and defined contribution plans (like a 401(k)) was perhaps the most significant and publicized change that was 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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Understanding the Tax Treatment of Retirement Plans

Matthew J. Mancini, CFP®, ChFC®, AEP® |
Wealth Planning
Tax Laws and Retirement Plans NC.jpg

 Make your retirement planning as tax-efficient as possible under today’s laws.Qualified savings plans and retirement accounts continue to offer taxpayers several options for saving for retirement.There are many additional opportunities and considerations for taxpayers to be mindful of in order to take full advantage of planning for retirement in the most tax-efficient manner.

Read More...


Understanding the Tax Treatment of Retirement Plans

Matthew J. Mancini, CFP®, ChFC®, AEP® |
Wealth Planning
Tax Laws and Retirement Plans NC.jpg

 Make your retirement planning as tax-efficient as possible under today’s laws.Qualified savings plans and retirement accounts continue to offer taxpayers several options for saving for retirement.There are many additional opportunities and considerations for taxpayers to be mindful of in order to take full advantage of planning for retirement in the most tax-efficient manner.

Read More...