Circling Back to the SECURE Act: 6 Ways to Communicate With Clients so They Know You’re on It
Sep 2, 2020
/
By Debra Taylor, CPA/PFS, JD, CDFA
The huge impact of the SECURE Act, especially for high-net-worth clients, was swept out of the headlines by the crisis of the coronavirus pandemic. Now that we have caught our collective breath and learned to live under new conditions, it’s time to address the SECURE Act again with clients.