The SECURE Act: Asset Repositioning and Strategic Conversions

When the Setting Every Community Up for Retirement Enhancement Act of 2019 (better known as the SECURE Act) was signed into law, it changed the way Americans save for retirement. Clients who intended to use their retirement accounts as part of a wealth transfer plan will need and want an alternative approach. Some strategies to consider: asset repositioning and strategic conversions.

To view these strategies:

1. Navigate to our Webinars and Training App in myAdvisorCloud.

2. Click on the Advanced Markets dropdown box.

3. Select the SECURE Act webinar link. This will take you to the recording.

For more information, please give your Brokers Alliance Agent Relationship Manager a call at 480.296.0169.