Tweets for thought - SECURE Act

December 17, 2019
Anand Sheth

Well fellow advisors, I came across another amazing Tweeter thread that is important to save and not let it get buried. This time it is from Jeff Levine, CPA/PFS, CFP® regarding the SECURE ACT.

Jeff did an amazing job distilling many of the important parts for financial advisors. Thanks, Jeff! And now your tweet is permanently stored here for advisors to come back to and find it. Below you will find a few of his extensive thread - best to click the link and read the entire thread which contains so much information.

Advisors, if you come across other tweets or information that you feel should be preserved somewhere, message us.

SECURE Act FAQs

For more comprehensive coverage, visit Kitces.com blog.

Picture credit: Photo by Louis Velazquez on Unsplash

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