In the final days leading up to Christmas, while most of us have been buying presents, baking cookies, and mentally preparing to spend time with our in-laws, Congress has been busy. The recent passage of the SECURE Act has some major implications for retirement and financial planning. We've included some of the most important changes below. Should you have any questions or concerns, please do not hesitate to reach out to us.
Topics: ira, tax, beneficiary, amount, distributions, withdrawals, disaster, limit, lifetime, pay