Retirement Management Services presented our annual Financial Advisor Seminar on September 19, 2013. For information about this or future Financial Advisor Seminars, please email us.
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The circular calculation of compensation for an owner can be tricky.
The SECURE Act was approved by the House on May 23rd. It will now move to the Senate and compared or possibly reconciled with RESA. We compare the main provisions of each act in this chart.