Let’s not forget about the SECURE Act!
With the Coronavirus at the front of everyone’s minds, the major retirement changes brought by the SECURE Act at the end of 2019 have been pushed aside.
However, at TFG we know these changes cannot be ignored. Therefore, we strongly encourage you to review the New Retirement Rules card that highlights the important retirement changes brought by the SECURE Act. Feel free to contact us if you would like to discuss these topics further and determine if there is a need to adjust your retirement strategy.
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Published by the Carson Group
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