From the law is a moving target department: The SECURE Act (Setting Every Community Up For Retirement Enhancement) became law on January 1, 2020 and made several changes to the rules for retirement accounts. One provision is that non-spouse beneficiaries…
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Many of the rules governing retirement accounts have changed over the last few years. Now, more changes have arrived or are on the way. Required Minimum Distributions Return In 2021 The Coronavirus Aid, Relief and Economic Security Act, passed in…
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The CARES Act of 2020 allows taxpayers to skip required minimum withdrawals from IRAs, 401k and 403b plans this year. The law was enacted on March 27, 2020. What about people who took their withdrawal prior to its passage, say,…
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The CARES Act (Corona Aid, Relief and Economic Security Act) signed into law on March 27 provides $2 trillion in relief for Americans impacted by the COVID19 pandemic. Among its many provisions, the law relaxes several rules for retirement accounts…
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For the safety of both clients and staff, all our offices will close at noon on Wednesday, October 9 and will be closed all day Thursday, October 10. We plan to re-open on Friday, October 11.
You may email or call us on those days. Staff will be working from home, assuming no power outages, and will do their best to respond.
