What does 2020 & beyond have in store for Boomers? Concerns with an aging population, health care & poverty. Read more here.
Many aren’t aware of the SECURE Act, which was recently signed into law. Click here to access an article explaining some quick points that you should know. Talk to your Certified Public Accountant for more tax-related information.
When you sign important documents this year, be sure to sign the full year so the date isn’t easily altered. 6/2/20 can easily be turned into 6/2/2018 simply by adding digits behind the 20. Read more.
Changes are coming in the new year to how beneficiaries must take distributions from an inherited retirement account. Read this article for more information. Happy Planning & New Year! -Leah Larkin Www.inlandlaw.com