Share

SECURE Act and IRA Examples

By on January 8, 2020
Categories: COVID-19, TAXES, TIPS & TRICKS
Documents: Download PDF SECURE_Act_and_IRA_Examples.pdf

A major piece of legislation affecting tax, estate, and charitable planning was passed into law at the end of 2019. Highlights of this major change in the rules related to retirement plans, including tax and philanthropic considerations, are summarized below.

RELATED ARTICLES

Seven Tips for Financial Spring Cleaning

Read Now

Seven Ways to Give Back During the Coronavirus Outbreak

Read Now

Paycheck Protection Program: Frequently Asked Questions

Read Now

OUR TEAM

Discover the people who make Dowling & Yahnke one of San Diego’s top wealth management firm.

MEET THE TEAM

CONTACT US

Our team is available now to discuss all of your financial goals.

SEE INFO