Latest News

How Retirement Spending Changes with Time January 7, 2021

Read More

Year-End Charitable Giving and You December 2, 2020

Read More

The Secret to Moving the Needle on Your Credit November 17, 2020

Read More

Lesser Known Provisions of the Secure Act November 3, 2020

Read More

Caring for Aging Parents October 20, 2020

Read More

Your Emergency Fund: How Much Is Enough? September 10, 2020

Read More

Four Really Good Reasons to Invest August 6, 2020

Read More

Cheat Sheet to Sending your Child to College July 15, 2020

Read More

Market Timing and Your Investment June 5, 2020

Read More

Spending Triggers May 5, 2020

Read More

Lesser Known Provisions of the Secure Act

Man and woman sitting at table outside of coffee shop with coffee cups in hand

The SECURE Act was passed into law in late 2019 and changed several aspects of retirement investing. These modifications included modifying the ability to stretch an Individual Retirement Account (IRA) and changing the age when IRA holders must start taking requirement minimum distributions to 72-years-old.1,2 While those provisions grabbed the headlines, several other smaller parts […]