How the SECURE ACT Affects Your Legacy
Finance/Law | Available (Membership Required)
Passed in December of 2019, the SECURE Act brought several changes to the rules governing both Trusts and retirement accounts. Several more changes have been made as recently as 2024. If you created your trust prior to this Act and its updates, you’ll want to attend this class to review what has changed and what changes you might need to make to your Trust and other retirement accounts.
Kim Dyer
Prine, Pamela and Dyer, Kimberle - started Keystone B.E.S.T. Solutions with the commitment to educate clients as they work toward meeting their personal goals. They collaborate with clients to define those goals with realistic expectations, working hard to help protect them from emotional decisions that can negatively impact their long-term success. They offer services in Business Consulting, Estate Preparation, Social Security Fundamentals and Tax Planning.
The website for Keystone B.E.S.T. Solutions is https://www.keystonesolutionsaz.com/