Coming off your year-end scramble to make sure your RMDs were done in time?
If so, start the new year off right - shield up to 25% of your qualified money from RMDs until age 85. Take a look at the new 2020 QLAC limits.
After a nearly unanimous passage in the U.S. House of Representatives, the SECURE Act (Setting Up Every Community for Retirement Enhancement Act) has become law. The legislation was “attached” to a bipartisan spending bill with the goal of avoiding another government shutdown.