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Everything You Thought You Knew About Retirement Planning and Your Tax-Deferred Accounts…Just Changed! Introducing the SECURE Act

On December 20, 2019 President Trump signed into law a $1.4 trillion year-end spending bill to keep the government running. This mammoth spending bill included something hidden inside called the SECURE Act. It includes sweeping changes to many of the rules and planning techniques we’ve used for years. This brief paper is to introduce you to a few of the more immediate changes we’ll be addressing with our clients in the near future.

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