Webinar: 2023 Year End Planning & Tax Update
On October 30, 2023, we hosted an informational webinar on the latest tax issues, year-end planning opportunities, an overview of recent legislation, and details on how the SECURE Act 2.0 […]
Update on New Retirement Account Catch-Up Contribution Rules
The Setting Every Community Up for Retirement Enhancement (SECURE) Act brought numerous changes to the retirement and estate planning landscape in late 2019. Congress followed up with the SECURE 2.0 […]
New Tax Law Improves QCD Benefits
Seniors who must take withdrawals from their IRAs may be able to benefit from a special tax provision for qualified charitable distributions (QCDs). Briefly stated, this provision allows people in […]
