Jul 29, 2020
Retirement Planning with the new SECURE Act and money scripts are discussed. The SECURE Act made changes to RMDs, QCDs, inherited accounts and contributions. The pandemic reached the US a few short months after passage, so most people haven't had a chance to incorporate these changes into their plan. Money scripts...
Jul 15, 2020
Retirement planning has been affected by The CARES Act, which was passed by Congress in response to the COVID-19 pandemic. While there were many provisions, there are some specific examples that apply to people near or in retirement. No RMDs are required in 2020, and there's a way to undo it. There are also some tax...