White Paper: Squeezing the Stretch
On December 20, President Trump signed the SECURE Act (Setting Every Community Up for Retirement Enhancement). The new law, which applies to events occurring after 12/31/19, makes significant changes to the federal tax law around IRAs.
© 2025 Fieldpoint Private. Banking services by Fieldpoint Private Bank & Trust. Member FDIC.
Trust services offered through Fieldpoint Private Trust, LLC, a public trust company chartered in South Dakota by the South Dakota Division of Banking, and an affiliate of Fieldpoint Private Bank & Trust, under common ownership.
Nicholas Bertha
President, Fieldpoint Private Trust, LLC