Ding, Dong, the ‘Stretch IRA’ is Dead

Ding, Dong, the ‘Stretch IRA’ is Dead

One of the most significant changes made by the SECURE Act, signed into law effective January 1, 2020, is the impact on many people’s financial planning due to the elimination of the ‘Stretch’ provisions for most non-spouse beneficiaries of defined contribution plans...
Wealth Planning Quarterly Newsletter – Q2 2020

Wealth Planning Quarterly Newsletter – Q2 2020

Check out the latest news, tips, and events from the team at Wealth Planning Corporation. Be sure to sign up to receive our emails or check out blog for the latest information.   Download the Wealth Planning Corporation Quarterly Newsletter – Q2...
Wealth Planning Quarterly Newsletter – Q1 2020

Wealth Planning Quarterly Newsletter – Q1 2020

Check out the latest news, tips, and events from the team at Wealth Planning Corporation. Be sure to sign up to receive our emails or check out blog for the latest information. Download the Wealth Planning Corporation Quarterly Newsletter – Q1 2020