January 23, 2020
Review key changes that may affect your retirement and estate planning.
Passed in December, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 has wide-reaching impacts on retirement savings and estate planning for many Americans.
Review some of the new law’s key components below. Your advisor can help provide more detail and recommend adjustments to your retirement and estate plans, if warranted.
At Singleton Peery Financial, located in Jackson, Wyoming, our team provides our clients the information they may need to choose the most suitable investment products and services for their specific financial needs, including asset management, retirement plans, trust services, managed accounts, 401(k) plans, life insurance and more.
170 E Broadway Suite 100D
P.O. Box 508
Jackson, WY 83001
T: 307.732.6652
F: 307.732.6658
Monday-Friday 7am-4pm
Saturday-Sunday Closed