by Mary Doherty | Sep 12, 2023 | Business Planning, Estate Planning, News, Tax Planning
In December 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act. Among other things, the sweeping new law made some significant changes to so-called catch-up contributions, with implications for both employers and...
by Mary Doherty | Aug 14, 2023 | Estate Planning, News
The IRS has issued new guidance providing transitional relief related to recent legislative changes to the age at which taxpayers must begin taking required minimum distributions (RMDs) from retirement accounts. The guidance in IRS Notice 2023-54 also extends relief...
