The SECURE Act brought many changes to American’s retirement savings plans. The House Ways and Means Committee has recently passed a bill nicknamed “Secure Act 2.0.” Independent retirement planning advisor Josh Smith of Strategic Wealth Designers joined us on the newscast to discuss what could result from this new bill. | WKYT

6.8K views · 11 reactions | To help you better understand how the SECURE Act will affect your retirement plan schedule a complimentary consultation with Adam Wolf. Two locations to serve you better, Jacksonville and Fleming Island. Call 904-232-8760 TODAY! | First Coast Living | Facebook

The SECURE Act of 2019 forever changed the rules around inheriting an IRA. The old “stretch IRA” strategy ended for most beneficiaries and new rules regarding required minimum distributions have left many people unprepared for the tax implications. Watch TIAA Wealth Advisor Scott Gershon break down the SECURE Act’s impact on inherited IRA accounts. Discover why strategic planning around how and when you take withdrawals can significantly impact your after-tax inheritance value. https://ter.li/g5