Update on SECURE

Update on SECURE

In late 2019, Congress dramatically changed the rules on IRAs and other retirement accounts inherited from a deceased owner. We talked (and wrote) about the changes at the time. But now it’s time for an update on SECURE, the Act which changed the rules. Lord knows there’s a lot of information available on the SECURE…

SECURE Act - Podcast

The SECURE Act – Podcast Version

You may have read about the SECURE Act, which passed Congress as part of its December, 2019, budget bill. We’ve written about it in our newsletter (more than once, in fact). Many of our clients are still having a hard time figuring out exactly what it means. The new law is confusing — and significantly…

Planning for Retirement: Does the Three-Legged Stool Work?

DECEMBER 16, 2013 VOLUME 20 NUMBER 47 For decades accountants, financial planners, lawyers and government workers have talked about Social Security and the “three-legged stool.” The metaphor had a simple attraction, especially when Social Security was a young program. The three legs? Social Security, private retirement programs and personal investments. You should have some of…