If you’ve had an IRA or 401(k) for a long time, you’re probably pretty familiar with the rules governing withdrawals and contributions — because, for the most part, they haven’t changed in years. And you may also know what’s going to happen to your IRA if you leave it to someone as part of your estate plans. But we are about to see some changes — and you should be aware of how they may affect your individual situation.

Here’s the story: Congress recently approved legislation called the SECURE Act, which, among its many provisions, includes several that should be of particular interest to IRA and 401(k) investors.

This article was written by Edward Jones for use by your local Edward Jones financial advisor. Michael Lindsey, 101 Wilson Ave., Suite C, Hanover; 717-634-2445; michael.lindsey@edwardjones.com.

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