Monthly Archives: January 2020

Be Aware: The new SECURE Act May Substantially Impact Your Retirement and Estate Plans

If you have an IRA or 401(k) account as part of your retirement and estate planning, you should be aware of important new legislation that has changed a number of long-standing rules concerning contributions, required minimum distributions, and estate planning for the inheritance of such accounts upon your death. Some of these changes include: No […]

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