There may be more opportunities to use tax-efficient strategies if investors focus on tax planning throughout the year.
The SECURE Act brings significant changes to retirement accounts and introduces a new 10-year rule for inherited retirement assets.
The passage of this landmark legislation represents the most significant changes to the retirement industry since the Pension Protection Act (PPA) of 2006.
Year-end is an opportune time to offer a beneficiary review to ensure that accounts are up-to-date.
Consider giving the gift of education this year with several strategies, including a super-size contribution, to a 529 college savings plan.
The Centers for Medicare and Medicaid Services (CMS) has published changes to 2020 premiums and deductibles.