Understand what the bill includes and what it means for current savers and future retirees.

A new law which enjoyed bipartisan support was signed by the President and took effect on January 1, 2020. It changes some rules about how we save for retirement and you should know how it could affect your retirement strategy.

While the new law isn’t perfect, it does offer several new provisions that make it easier to save for retirement, and also removes or changes a few strategies that many retirees have historically enjoyed.

"We know there's a lot to consider when preparing for retirement - and that's why we take a holistic approach. We look at the whole picture and design customized insurance strategies to help meet your unique financial and lifestyle needs because nobody should worry about running out of money."
- Mark Rowlette