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SECURE Act and IRA Examples

By on January 8, 2020
Categories: COVID-19, TAXES, TIPS & TRICKS
Documents: opens in a new windowDownload 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.

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