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Financial Information that Impacts You
SECURE Act Impacts Retirement Accounts and College Plans
The SECURE Act, an acronym for the “Setting Every Community Up for Retirement Enhancement”, signed into law in December 2019, many provisions of the legislation that took effect Jan. 1, 2020, may impact your tax planning with us.
Important Tax Dates
Each year, the IRS has key tax dates for filing tax returns and completing forms. Some dates apply to individuals while others apply to businesses. You can use the below list as a reference guide and feel free to reach out if you have any questions.