03 Jun 2020

Accounting Today: Changes to changes: Financial planning after the CARES Act and the SECURE Act

Change is something we now very much face with the coronavirus pandemic. This is exemplified by how the CARES Act has modified the SECURE Act, which itself caused sweeping changes to retirement planning.
For Accounting Today, Thomas D. Glascock and I discuss, at length, the many changes brought about by our current situation and how they impact various areas of planning including, IRAs, Trusts, Life Insurance, and more.