These FAQs provide a summary of some of the changes within the SECURE Act. Several of these provisions will require interpretation from the IRS and other agencies. As with all financial matters, you should contact tax and financial professionals as it relates to your own personal circumstances.

As the year comes to an end, it's important to start planning your 2021 taxes to reduce your obligations wherever possible.

If you inherit an IRA, you must follow the timing rules for withdrawing money from the IRA or face a stiff penalty. Read further to learn more about your options.

You have the potential to make retirement the next exciting chapter in your life. Are you ready?