10-Year Rule

Retiring soon? Recent law changes may have an impact on your retirement savings

Independent Contractors, Retirement, Tax, Tax Planning, The SECURE Act / Douglas Freeman

If you’re approaching retirement, you probably want to ensure the money you’ve saved in retirement plans lasts as long as possible. If so, be aware that a law was recently enacted that makes significant changes to retirement accounts. The SECURE Act, which was signed into law in late 2019, made a number of changes of […]

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4 new law changes that may affect your retirement plan

IRA, Required Minimum Distributions (RMD), Setting Every Community Up for Retirement Enhancement (SECURE) Act / Douglas Freeman

If you save for retirement with an IRA or other plan, you’ll be interested to know that Congress recently passed a law that makes significant modifications to these accounts. The SECURE Act, which was signed into law on December 20, 2019, made these four changes. Change #1: The maximum age for making traditional IRA contributions is

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