If you are retired and older than age 70 ½, you should be familiar with Required Minimum Distributions, simply called RMDs.   In late 2019, Congress passed the SECURE Act which resulted in new RMD rules that went into effect on January 1, 2020.  Fast forward a few months, say hello to COVID-19, social distancing, virtual…

Read More

At the very end of December 2019 Congress, with bipartisan support, signed into law the SECURE Act (The Setting Every Community Up for Retirement Enhancement Act of 2019). The SECURE Act represents the most significant changes to retirement policy legislation since the Pension Protection Act of 2006. Many of the changes are effective starting January…

Read More