The CARES Act & SECURE Act: How your 2020 RMD is affected

2020-04-22T08:41:56-07:00Categories: Blog, Knowledge Center|Tags: , , , , , |

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is a far-reaching bill with over 1,000 pages of text that detail the funding, loans, and tax provisions designed to provide economic relief to all Americans.
The CARES Act also includes changes that will directly impact you, as a IRA accountholder that is required to take […]

SECURE Act Key Points

2020-01-29T14:23:13-08:00Categories: Blog, Follow Us, Knowledge Center, Learn|Tags: , , , , , |

Dear Clients,


With the recent legislative changes we wanted to keep you well informed.  Please feel free to contact us should you have any questions.


SECURE Act Key Points

Happy New Year! 2019 was a fantastic year here at WFA, for both the stock and bond markets and most importantly for our clients’ portfolios! On December 20, 2019 […]