INFORMATION TO HELP KEEP YOU INFORMED. On December 20, 2019 the Secure Act was signed into law. Burgess & Associates,LLC. would like to provide you with information on how the Secure Act affects our clients and the steps we’re taking to help ensure a seamless experience. Delayed Age for RMDs:For anyone who turns 70.5 on …
Monthly Archives: January 2020
2020 – See retirement with perfect clarity.
The new year brings the opportunity to plan for the future with renewed vigor. 2020 promises to be a year of prosperity as well as unrest. Protect your growing assets with the stability of annuities. While the stock market responds drastically to changes in the political and manufacturing realms, Annuities provide a safe and stable …
Continue reading “2020 – See retirement with perfect clarity.”