The SECURE Act of 2019

The SECURE Act Passed—Now What?

The Setting Every Community Up for Retirement Enhancement act, also known as the SECURE Act, passed in December 2019. The new law is designed to help more Americans save for retirement. But, of course, detractors don’t agree with everything the final law imposes, such as the elimination … Read More

Will the Dodd-Frank Act Affect Your IRA?

One of the most recent (and controversial) directives President Trump has issued regards reforming large chunks of the Dodd-Frank Wall Street Reform and Consumer Protection Act (more simply called Dodd-Frank). One aspect that’s under his radar is the fiduciary rule that would more strictly govern investment advisors … Read More