Tag Archives: RMD

  • The act is SECURE – is your retirement?

    The second substantive financial legislation of Donald Trump’s presidency is now law. The SECURE Act – named the Setting Every Community Up for Retirement Enhancement Act by someone who needed to put the acronym cart before the nomenclature horse – was signed by the president in December 2019. As you recall, Mr. Trump’s signature accomplishment […]

  • Already 2016????

    Some Updates and Reminders for Closing 2015 and Beginning 2016 As we ring in the New Year and put last year to rest, I wanted to take some time to run down a list of tax and financial topics of interest.  These items are things of importance to consider as you prepare for 2016 which […]