Secure Document SharingSecure Document Sharing

October 26, 2023 in Required Minimum Distribution, Tax Management
While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by reforming individual and business taxes. As a result, sweeping tax changes lowered marginal tax rates and the cost of capital. Although some of these provisions are permanent, most of...

September 26, 2023 in Required Minimum Distribution, Retirement Planning
SECURE 2.0: Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed to help investors save more and be better prepared for the future. To build on the popular aspects of the SECURE Act, Congress, late last year, passed SECURE 2.0. Although the new laws will impact all savers in some ways, navigating all of the...