With higher marginal brackets a likely reality and the 2019 SECURE ACT’s elimination of the STRETCH IRA, annual income tax planning has become even more important.
Now that the in-laws have left and the last of the holiday leftovers have been emptied from the fridge (hopefully!), let’s review four impactful changes brought about by the SECURE Act of 2019, which went into effect January 1, 2020.
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