Broker Check
Masthead Image


On December 20, 2019, The President signed into law The Setting Every Community Up for Retirement Enhancement (SECURE) Act. The legislation in The SECURE Act includes policy changes that impact: Defined-Contribution Plans, Defined-Benefit Plans, Individual Retirement Accounts (IRAs), and 529 College Savings Plans.

For your convenience, we have provided some information regarding this particular piece of legislation. The information below is provided strictly as a courtesy. It is not intended to be tax or legal advice. You should consult a tax or legal professional for information relating to your particular situation.

ACTEC Resources


YouTube | ACTEC | Video Library

ACTEC | Secure Act
Advanced Information Series

Helping You Transform Your Vision Into Your Reality

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

C.M. Carrillo Financial Advising and Prosperity Wealth Management, Inc. do not render tax or legal advice.

AssetMark Retirement Services and its affiliates and representatives do not provide legal or tax advice and the information presented here should not be considered as such. You should consult a legal or tax professional for information relating to your particular situation.