Have you heard about the biggest change to the tax law effecting IRA’s since they came into existence in 1975?  It occurred quietly before Christmas, buried in the news behind impeachment headlines and Iran – USA relation stress.

The SECURE ACT  which stands for Setting Every Community Up for Retirement Enhancement Act of 2019, was approved by the Senate on Dec.19, 2019.  In our opinion, this far-reaching bill is the largest money grab that we have seen from our government in our 30 years as financial advisers.

Join us for our upcoming workshop which will detail the changes to IRA’s and how they will impact you and your heirs.

Can’t make the in-person class but still want the information? Join our online class on March 4 at 7pm.