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The SECURE Act - Long-established retirement account rules change

Submitted by Loran Graham Co. on January 31st, 2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a change in strategy for many Americans. For others, it may reveal new opportunities.

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Tax Wisdom Principles

Submitted by Loran Graham Co. on March 2nd, 2017

Tax season is upon us, which is often associated with pain and distress. The truth is, I don’t think anyone really enjoys paying taxes. It is probably right up there on the list with root canals and Brussel sprouts (although my wife has a really good recipe for roasted Brussel sprouts drizzled with olive oil, so maybe that’s not a good example).

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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC. Securities available to residents of all 50 states. Insurance licensed in the following states: Washington and California (CA insurance Lic #0G37253). Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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