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The 2019 SECURE Act and its Impact on Widows and Widowers, Part I

by Jim Schwartz, CFP®, RICP® | Jan 12, 2020 | Financial Planning, Investments & Assets, Taxes & Tax Planning

The SECURE Act and its Impact on Widows and Widowers, Part I Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law December 20, 2019 by President Trump. The SECURE Act (“Act”) affects many and includes numerous provisions. In this...

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