Finding Security After the SECURE Act (Top 12 Things You Need to Know About the SECURE Act)

At the end of 2019 a new law called, Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the “SECURE Act”, was enacted. In our most recent Client Alert, we discuss the top 12 things you may need to known about the new law, and, importantly, how it may affect you.

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FALL 2020 -- BEST TIME IN 100 YEARS TO MAKE GIFTS

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Senator Sanders' Plan for the Taxation of the Wealthy