Latest News & Insights on Taxes and Financial Planning

BREAKING NEWS: SECURE Act Heading To Congress, Passage Likely.

Written by Jamie Davis | Dec 17, 2019 4:01:58 PM

The SECURE Act, which we first brought to your attention in June due to its potential impact on estate and retirement planning, as well as profit-sharing plans, is headed to Congress as part of a spending bill that's very likely to pass. Individuals and businesses need to take note:

https://www.trustbgw.com/blog/2019/12/17/secure-act-likely-to-become-law-how-it-affects-your-retirement/