Thanks to L. K. Benson for sharing this blog about taxes and more financial news.
It’s Almost Tax Time
We are hard at work preparing for another busy tax filing season. If you are a tax client, you will be receiving an email from us soon. It will outline our normal processes and procedures.
New Retirement Savings Bill
We first told you about a new retirement savings bill that had overwhelming bipartisan support back in July 2021. It took Congress far too long, but they finally passed the legislation, dubbed the SECURE Act 2.0, in late December. It might not have the same level of impact as the original SECURE Act, but there are a significant number of changes. these include another delay to the RMD start date, increased Roth options, and much more. Chris has a summary of som...
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