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Last year we experienced the most legislation impacting retirement planning since 2006. If you are approaching retirement, you need to know how the SECURE Act changes retirement planning. The COVID-19 pandemic resulted in congress passing the CARES Act, SECURE Act, and the Consolidated Appropriations Act. The SECURE Act (along with a series of tax-extenders) was […]
The SECURE Act which went into effect on January 12, 2020 made a number of changes to laws that will effect the retirement of nearly every American. Most notable was the elimination of Stretch IRA’s, which will now force most non-spouse beneficiaries to withdraw inherited IRA balances in a 10 year timeframe. Other significant IRA […]
Most Americans consider age 65 the normal age of retirement because it was the full retirement age for Social Security Benefits until 1983. But the goal of retiring early has gained widespread popularity in recent years. In this article, we’ll cover what you need to know to retire early at 55. From formulating a budget […]
