More IRA Changes Coming

By Dennis Tubbergen | September 27, 2021 |

          This week’s post will be a bit different than what you are used to seeing each week.  This week, I want to bring you up to speed on some proposed changes out of Washington relating to Roth IRA accounts.           I’ve often stated in this weekly publication and on my radio program and podcast…

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SECURE Act Overview

By Dennis Tubbergen | January 6, 2020 |

As 2019 drew to a close both the House and Senate passed the SECURE Act.  The President signed it into law, and it is effective as of January 1.  I break this new law down in more detail in my January client newsletter “The You May Not Know Report” but will give you an overview…

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