27 Jan January 27, 2020

The new SECURE Act makes changes to when investors must take Required Minimum Distributions (RMDs) from retirement accounts. We looked at how to determine when you need to take your first RMD.

We also looked at what happens if you wrongly received too many benefits from Social Security. And are “payable on death” accounts a good way to transfer assets to heirs? We examined the pros and cons.

See all that and more in this week’s eNewsletter.