RIAs are helping their clients prepare for and adapt to the changes brought about by the SECURE Act, and we helped a number of our clients prepare a messaging strategy to communicate the broader impact of the new law to their investors.
As a follow-up, we think investors will appreciate a deeper dive into certain aspects of the new law, and this article from Barron's regarding the now-eliminated "Stretch IRA" provision is a great example of how to flesh out an important topic while still giving investors actionable information.
