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Let’s Turn Your Goals Into A Plan

Ensuring Your Legacy

Your Story, Your Goals, Your Plan The Setting Every Community Up for Retirement Enhancement (SECURE) Act signed into law on December 20, 2019 made changes intended to enhance or preserve retirement security, a number of which affect IRA owners.Amongst these changes is an enhanced contribution opportunity for IRA owners, a delayed start age for Required Minimum Distributions (RMDs), and a new distribution provision for families. And while changes to beneficiary IRA distribution methods also mean that beneficiaries who inherit an IRA after 2020 may have more flexibility than before in how to distribute an inheritance, IRA owners may want to carefully consider any tax implications of the new distribution schedules since in many cases the assets will be required to be fully distributed much earlier than they would have been before the SECURE Act changes.

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Our goal is to help you reach your financial goals. One way we can assist is with the development and monitoring of your financial plan. We hope you’ll take a moment to read the attached.

When you are ready, feel free to contact Suzanne Rismiller at suzanne.rismiller@opco.com or call (713) 650-2054.

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