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SECURE Act has passed.

On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which is effective January 1, 2020, is the most impactful retirement legislation of the past decade. It increases the age for...
The Vault

The Vault

If you are the type of person that wants to control your investments and have access to the funds – all while keeping them out of the reach of your creditors, including your ex-spouses and your children’s ex-spouses, you should consider the Vault.  MSPs...
Status of the SECURE Act

Status of the SECURE Act

By Thomas Fafinski The United States Senate refused to consider the SECURE (Setting Every Community up for Retirement Enhancement) Act in November such that the legislation proposing the biggest changes to retirement policy since 2006 will remain in limbo.  The bill...