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June 29, 2020
Implications of the SECURE Act and the CARES Act on Retirement and Estate Planning
By Alaina Davalos, Esq. With so much turmoil and uncertainty taking place in our lives during the first half
June 24, 2020
UPDATE: Rollover Relief For RMDs Announced by the IRS
By Bobby Hoffman The Internal Revenue Service (IRS) announced on June 23, 2020 via Notice 2020-51
June 4, 2020
529 Plan Updates and the Secure Act
By Krupa Patel Tax-favored savings accounts such as Georgia’s Path2College 529 were designed to help
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UPDATE: Rollover Relief For RMDs Announced by the IRS
Krupa Patel
529 Plan Updates and the Secure Act
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