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Financial Q&A: New SECURE Act affects retirement goals, tax planning and more

Source: floridatoday.com - Jan 10, 2020

The question: What do I need to know about this new SECURE Act that was signed into law last month?

The answer: By passing the “Setting Every Community Up for Retirement Enhancement Act” Congress has changed some long-standing rules in three major categories related to retirement planning. We need to rethink our retirement strategies, tax planning, beneficiary designations and estate planning.

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Category: General Business