You may have heard that several points related to the SECURE Act of 2019 have been clarified. As your community-based financial advisors, we wanted to take a moment to bring you some of the most important pieces of the Act for your reference.
As 2020 nears an end, many of us are reflecting on both personal and professional accomplishments, challenges, and opportunities. We make similar reflections as seasoned investors to continually improve our skillset. While the following list is not inclusive, it highlights important points to remember in times of high uncertainty in the markets: