Retirement Planning
Critical CARES Act Deadlines: August 31 & December 30, 2020!
The Coronavirus Aid, Relief, and Economic Security Act or “CARES Act” was enacted by Congress and signed into law on March 27, 2020. This huge, …
SECURE Act Q&A: What You Need to Know
(Updated May 8, 2020)
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted on December 20, 2019 and is now the law. While its primary goal was to encourage people to save more for retirement, it also attempts to cover the tax shortfall that will be caused by the Act’s taxpayer-friendly provisions, and that is where the problems arise.
Seminar: Medicare, Medicaid and Other Retirement Tools: What you need to know when you and your parents turn 65
Join Diane Weinberg on January 16 when she speaks to the Dunwoody Business Forum about this important topic. For additional details about her presentation, the …
