The Secure Act Booklet

Keep your clients informed and up-to-date

This SECURE Act booklet provides an overview of the essential details that may have a considerable effect on your client's retirement and estate planning choices, decisions, and strategies. It is important that they take some time and have a consultation with you to determine how they may be affected, if at all, by this new and enhanced legislation.

Here's what's included in the guide:
  • A complete abbreviated synopsis of The SECURE Tax Act that is easy for clients to understand
  • Required Minimum Distribution (RMD) Tables and IRA requirements
  • A worksheet that allows clients to make a fast calculation of how much their RMD will be at their attained age
  • Basic information about the new 10 year distribution rules
  • The end of the stretch IRA


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