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The SECURE Act:
Breaking it down with Jim Kruzan

by: Danielle Howard

By now, you’ve probably heard of the SECURE Act. It passed as law late in 2019 and became effective January 1, 2020.  While there’s been a lot written about the SECURE Act, we’re simplifying it down into 9 key elements. Plus, we’ll offer some planning considerations from a strategic perspective. Watch the video below for a complete breakdown.