The SECURE Act and IRA required minimum distributions. Last December (2019) the SECURE Act was signed into law. This new law changed the required beginning date for IRA required minimum distributions (RMDs). Prior to the act annual RMDs were required to begin by December 31 of the year that the IRA owner reached age 70.5. (Technically, it was the year… Read more →
Month: June 2020
Important News For Our Investment Clients!
Investment management fees have been reduced! Our strategy has always been to offer better than average value to our clients. Effective January 1st of this year we reduced our fee for clients with aggregate account values of $1.5 million or more under our care. Beginning July 1st we will reduce our fee for all clients with $500,000 or more under… Read more →