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Your Retirement & the SECURE Act.

The SECURE Act is an acronym for 'Setting Every Community Up for Retirement'. Highlights include: 

  • Makes it easier for small businesses to set up retirement accounts for employees and incllude more annuities and otehr lifetime pension options in a 401k plan. Transferable with the employee

  • Part time workers will be eligible to participate in employer retirement bills under the plan 

  • Pushes back the RMD age to 72. 

  • Removal of stretch IRAs. Any inherited IRA must now be distributed within ten years. 

2021 Tax Brackets  - Click Here

What to Do When the Market  Declines Checking vs. Savings Accounts Which is Right for You?
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A Missing Voice in the Financial Industry

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Recommended Resources




No-Obligation Consultation Available.

Penny Myers -  Estate Planning Attorney
Elizabeth Anderson - Estate and Medicaid Planning Attorney

303-267-1111 or



Software to Organize your Home's Equity and Improvements 
Trachelle & Damian Spencer, Owners  or download brochure


Phone (720) 722-2887

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