With the recent passage of SECURE Act 2.0, many sweeping changes to retirement planning landscape will be implemented in the coming years. We have summarized the key dates to keep in mind for planning purposes. Contact your Summit Financial advisor to discuss how these changes will impact your retirement planning.
Please click "Read More" below to view the full document which outlines the dates of the most impactful provisions.
Tax Implications of Moving From New Jersey to Florida For individuals considering moving from New Jersey to Florida, there are...
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For many parents, saving for children’s college education is a primary goal. While the 529 plan has been a useful...
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Key Takeaways The IRS has confirmed its view that when assets are gifted to an irrevocable grantor trust and not...
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