Financial Services Articles
Retirement planning and the SECURE Act
By Marianne Nolte, CRPC® The SECURE legislation (the acronym stands for, Setting Every Community Up for Retirement Enhancement); recently signed by President Trump, is intended to improve retirement savings for many Americans. The following are a few of the important take-aways from the SECURE Act being signed into law. RMD age Increase and IRA…
QCD vs RMD
Do you remember Sunday mornings when your Mom or Dad would give you a quarter which you were to put into the collection basket at Church? Technology has come a long way and now you don’t need to put your cash or check in the basket because many Churches provide online giving. You can sign…
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