Impending Tax Law Changes That May Impact You

The House of Representatives passed a bill on May 23rd known as the SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019) which would initiate the biggest changes to retirement accounts in over a decade. The bill had bipartisan support, passing with a vote of 417-3. It now heads to the Senate [...]

Thinking Differently About Required Minimum Distributions

In 1987, the IRS created rules to require the distribution of retirement plan assets and set 70½ as the age at which these distributions would be required to begin. Although not mentioned in the legislation or tax code, this age was chosen based on a Biblical reference to old age: “The days of our years [...]

Impending Tax Law Changes That May Impact You

Thinking Differently About Required Minimum Distributions

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