The last few days of 2019 brought a new law with sweeping changes to the retirement savings landscape. And lots of opportunities for financial advisors to learn new rules to ensure optimal outcomes for our clients.
Financial expert Michael Kitces developed the following summary chart showing some of the key changes to the retirement savings rules:
The rule changes have both positive and negative implications for client accounts and we will be reviewing everyone's situation and providing recommendations for how to maximize the positive opportunities.