January 23, 2020

The SECURE Act was passed into law at the end of 2019 and went into effect on January 1, 2020. The SECURE Act makes sweeping changes to the rules for distributions from retirement plans.  First, the age that an owner of a retirement plan must start withdrawing the...

January 7, 2020

President Trump has signed a spending bill that makes major changes to retirement plans. The new law is designed to provide more incentives to save for retirement, but it may require workers to rethink some of their planning. 
 

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