SECURE Act Passes in Congress
2019 saw the passage of the SECURE (Setting Every Community Up for Retirement Enhancement) Act at the eleventh hour. We wrote late last year about some key provisions to the […]
Regulatory issues
The SECURE Act and its Potential Impact on Your Retirement Accounts
Despite all the other things Congress has to do, it has been busy working on the SECURE Act, which stands for Setting Every Community Up for Retirement Enhancement (please see […]
Budget Deal Kills File and Suspend Social Security Strategies
At this time of year, I usually like to write to everyone about charitable giving and thankfulness for the blessings that have come our way in 2015. However, if you […]
Supporting the Fiduciary Standard: You Can Help, too!
Earlier this year, I shared an announcement regarding Sheryl Garrett’s work on the fiduciary standard. You may remember that she testified in Washington, DC and that President Obama quoted her […]