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 massive upheaval, the SECURE Act will require a change in strategy for many Americans. For others, it may reveal new opportunities. Limits on Stretch IRAs. The legislation “modifies” the required minimum distribution rules in … [Read more...]
April Newsletter
WTIA April 2019 Newsletter … [Read more...]
February Newsletter
WTIA February 2018 Newsletter … [Read more...]