HOME ABOUT CCR SERVICES CCR INSIGHTS ACCOUNT LOGIN CONTACT Secure Act Whitepaper By CCR WM | August 17, 2021 “SECURE” stands for “Setting Every Community Up for Retirement.” The bill is intended to provide additional incentives to help people save more for retirement over a longer period of time, among other changes. The ideas behind the SECURE Act had been worked on for years before they were folded into a broader spending bill in late 2019. The bill passed on December 20, 2019, thirteen years after the Pension Protection Act of 2006, the last time such dynamic changes were made. It can be confusing to wade through the legislation and extract the implications of these changes. Now, more than ever, working with a financial professional is key to determining whether the SECURE Act could change your financial strategy going forward. Meanwhile, for an overview of what to expect from this new legislation, download the whitepaper below! Download PDF Posted in Financial Planning, Industry Insights by CCR Categories Awards & Recognition (18) CCR Company Updates (4) Charity & Community Responsibility (26) Industry Insights by CCR (47) Corporate Retirement Plans (9) Financial Planning (21) Fraud Protection (2) Group Health & Life Insurance (3) Insurance Strategies (4) Investing (12) Medical & Dental (9) Small Business (8) Student Loans (5) Market Commentary (71) 2010 (4) 2011 (5) 2012 (4) 2013 (2) 2014 (3) 2015 (3) 2016 (4) 2017 (3) 2018 (5) 2019 (16) 2020 (9) 2021 (5) Videos (16) Home About CCR Services CCR Insights Account Login Contact Securities and Advisory Services offered through Cetera Advisors LLC, broker dealer member FINRA, SIPC, and Registered Investment Advisor registered with the SEC. ADV Part 2A Cetera Advisors LLC and CCR Wealth Management LLC are not affiliated companies. Main Branch: 1800 West Park Drive, Westborough, MA 01581 FINRA / SIPC / Online Privacy Policy / Important Disclosures Check out our background FINRA's BrokerCheck This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. Cetera Form CRS. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. © 2021 CCR Wealth Management