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10 Mar 2020

BLOOMBERG TAX: Planning Alternatives & Considerations as a Result of the SECURE ACT

Every Retirement plan will have to be reevaluated in light of the new provisions afforded as a result of the SECURE Act effective Dec 20, 2019.   

I’m honored to have been asked to cover this important topic for Bloomberg’s Estate Gifts & Trust Journal. March 10, 2020.

Bloomberg-SECURE-Act-Mar-2020

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