Topic: Financial Planning

Under the SECURE Act, the Stretch IRA Has Snapped

In mid-December 2019–in a world far, far away from our current COVID state of mind—Congress passed a significant piece of legislation that has major implications for the retirement, tax and estate planning of many Americans.  Called “Setting Every Community Up for Retirement Enhanceme...

Lori Booth-Houle CPA, CFP®

Aug 17, 2020


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