The Week Ahead – December 23, 2019: The SECURE Act and Estate Planning

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The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, which passed the House in a 417-3 vote and will now likely pass the Senate by unanimous consent, will probably change your estate planning.

Under the previous rules, we could ‘stretch’ IRA distributions to non-spouse beneficiaries, which allowed for a potentially significant income tax savings to the children of IRA owners.

Read the full article here!

Last Week at the Office…

Friday, December 20th was Ugly Holiday Sweater Day. Strangely, only two TFG Team Members own an ugly holiday sweater! See the picture here!

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