Resources

Archive for January, 2020

Thursday 01/23/2020

Introducing SafeSend Returns

It’s that time of year again, tax time is here! Our goal is to take the headache out of the tax filing process – we’re here to help you make tax time less taxing. Every year, we strive to provide you with the best experience possible, and we take necessary steps to make the process […]

Read More

Wednesday 01/08/2020

How the Newly Implemented SECURE Act Affects You

The recently passed appropriations bill includes the long-awaited SECURE (Setting Every Community Up for Retirement Enhancement) Act and other retirement-related rules. This act went into law on January 1, 2020.  This is the most significant change in retirement plan rules since 2006.  Here is a summary of the major components: The minimum distribution age increased […]

Read More