Investment News: Ed Slott: Clients Need Help Now on Tax Bill Questions

Friday, December 27, 2019

News & Press

The SECURE Act is the law for 2020 and beyond. Advisers are already scurrying to explain the retirement rule changes to clients, especially those with large IRAs who had planned on a stretch IRA for their heirs. We are receiving an avalanche of questions on exactly how and when this major change will be applied.