Clearing Up Confusion About RMDs

Clearing Up Confusion About RMDs

RMD Last month, we posted information about how the SECURE Act has increased the age for required minimum distributions (RMDs) from 70-1/2 to 72 starting this year, 2020. If you turned age 70-1/2 in 2019, your RMDs were required for the 2019 tax year, and WILL BE...
The Secure Act

The Secure Act

Long-established retirement account rules change. The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a...
Finding a Tax Strategist

Finding a Tax Strategist

I find it funny how there are so many times that we do things but really don’t understand why we are doing them. Let me share an experience I had to help guide what I’m talking about. I did a dinner workshop for small business owners talking about finances and how to...