2020 May

New 2020 Tax Law May Require Immediate Changes to Your Estate Plan

As of January 1 of this year, changes were made to U.S. tax laws that may require those with an IRA, 401(k) or 403(b) to update their estate plan. The Setting Every Community Up for Retirement Enhancement (SECURE) Act made significant changes to retirement account rules that will require many people to update their beneficiary,

May 28, 2020 4:02 pm | Category: Blogs , Uncategorized

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