If you know what that is then you want to read this… Please be aware that the SECURE Act “Setting Every Community Up for Retirement Enhancement Act of 2019 passed and became law in December 2019. If you reached the age of 70½ in 2019 the “old rules” apply to you. Meaning you would have… Read More

The IRS has not escaped the craziness of the year that we have all had together. To date we have received over 30 “love notes” on behalf of our clients from the IRS, who seem to be confused at best. I have spoken to a number of agents who keep assuring me that they are… Read More