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SECURE Act - Resources & FAQs

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, includes many bi-partisan reforms that increase access to workplace plans and expand retirement savings. The retirement legislation includes policy changes that will impact defined contribution (DC) plans, defined benefit (DB) plans, individual retirement accounts (IRAs) and 529 plans.

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  1. Fight fraud and keep your accounts and identity safer.
  2. SECURE Act rewrites the rules on stretch IRAs See 3 different strategies to handle taxes on inherited IRAs ... or 401(k)s starting in 2020, the SECURE ...
  3. The SECURE Act and you New legislation aims to improve retirement security for many Americans. Fidelity Viewpoints - 01/02/2020 1370 Key takeaways-The SECURE ...
  4. ... Fidelity can help close IRA Planning After the SECURE Act The seminar is designed to help attendees: Understand ... your financial plan as a result of the ...
  5. Published by Fidelity Interactive Content Services Related Articles A dozen cities for early retirees to think about A Medicare surprise that could cost you An important exercise ...
  6. ... futures with the help of estate planners. The SECURE Act of 2020 contained provisions that impact numerous estate ... member's death. Large retirement account ...
  7. ... perspective Comment Letter Statement on Congress Passing the SECURE Act Read Fidelity’s statement Statement Testimony Before the ...
  8. ... Calculator Retirement accounts Trust accounts Key takeaways The SECURE Act changed the rules for distributing assets from an ... IRA owner changed with the ...
  9. ... age limits to contribute to an IRA? The SECURE Act of 2019 removed the age limit at which ... for taxes that might be due. Per the SECURE Act of ...
  10. ... tuitions: Does it work for you? Additionally, the SECURE Act of 2019 expands the definition of a tax- ... loans, and expenses for certain apprenticeship ...
  11. ... is the final rule under Employee Retirement Income Security Act of 1974 (ERISA) section 408(b)(2) effective? ... The final regulation applies to Employee Retirement ...

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