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The SECURE Act: Opportunities for Employer Retirement Plans
August 31, 2021
Many companies are having very successful years, and at the same time are struggling to find and retain key employees. Could a well-crafted retirement saving plan provide answers to both issues? Tax planning opportunities in the SECURE Act (Setting Every Community Up for Retirement Enhancement Act) may have been overlooked during the Coronavirus pandemic and the subsequent CARES Act. Tax Beat hosts Brooks and Sarah welcome their colleagues David Flinchum, Tax Partner and Leader of the Firm’s Qualified Plan Services, and Jeff Gump, Financial Advisor with Choreo (formerly Cherry Bekaert Wealth Management LLC), to talk about current trends in retirement savings plans. The discussion highlights hot topics, using multiple plans, and how business owners can still lower their 2020 tax bill.