Watch this video on YouTube After my recent column on the SECURE Act, a client asked, “What are you going to do about this? It makes the planning we’ve done useless.” The good news is that, while the Act will mean some retooling of estate and retirement...
Watch this video on YouTube The Grinch who stole Christmas is alive and well this year—in the US Congress. Our Representatives and Senators passed a bill that negatively affects the middle and working class by changing the rules of passing on an IRA. Now adult...
Watch this video on YouTube Several weeks ago I wrote about the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which will reform various aspects of US retirement laws. The Act was passed by the House in May and is currently stalled in the Senate....
