The SECURE Act: Some Important Changes to Know

You may have recently read that the SECURE Act was signed into law on December 20, 2019. So, what does that mean for you? It could have more of an impact than its name alludes to since it’s 29 original provisions address many topics from inherited IRA distributions to the age for required minimum distributions. Here are some key points to take into consideration. 1. Required Minimum Distribution Age Changed to 72 The first major impact of the Setting Every…

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The Great Generational Transfer of Wealth

America is in the midst of the largest transfer of wealth in its entire history.  Over the next decade or so trillions of dollars will be changing hands.  To help you make the most of an inheritance here are some pointers on what to do: Take a deep breath – most of the time suddenly finding yourself with a substantial amount of money means that an emotional event has occurred either through loss, divorce, or some other life event.  Take…

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