Independent Thinking^®

The SECURE Act: Key Points & Considerations

The new SECURE Act 2.0 (Setting Every Community Up for Retirement Enhancement) includes some important provisions affecting high net worth individuals and families.

Please see our recent publication linked here, “The Impact of the SECURE Act 2.0 on Retirement Accounts,” for details of some of the key changes. Please contact your Evercore Wealth Management wealth advisor or email us at [email protected] with any questions or concerns.