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Nov. 01, 2020 - Nov. 22, 2020
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Dec. 13, 2020
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SECURE ACT 12/19/19
Apr. 01, 2021
Thank you for the opportunity to speak with your group. I look forward to April 1st. I will be giving a quick introduction to myself and the organization I work with and then I will speak about he SECURE ACT that was passed on 12/19/19. I will review both the individual side as well as the business side of the ACT. I will discuss the changes to Required Minimum Distribution age, the elimination of the Stretch IRA, and the changes to Traditional IRA Contribution limits for the individual side of the SECURE ACT. I will discuss the changes regarding Small Business Tax Credits, Pooling Retirement Plans, and Annuity Offerings within group retirement plans for the business side of the SECURE ACT. I will leave a couple of minutes at the end for any questions that your members may have. I will have a few slides to share regarding the SECURE ACT and the last slide will have my contact information on it for anyone who would like to follow up with me afterwards. 300 Westage Business Center Drive Bryan Covert serves as an Investment Consultant at 1879
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