Category: IRA Planning

Retirement Planning Changes Coming in 2020

Posted on December 23, 2019 by

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3 Minute Read The SECURE Act was officially passed in congress last week, putting into law the most significant changes in retirement planning in years.  I will be discussing any applicable planning items with each client at their next review meeting.

Category: All Articles, Employer 401k/403b, Estate Planning, IRA Planning

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