Multi-generation family sitting on wall

Don’t Tax Yourself

A Publication of Bowditch & Dewey's Estate, Financial & Tax Planning Group

Blog

Tag: SECURE ACT

Checking off a checklist on a clipboard.

10 Reasons to Review Your Current Estate Plan

Estates • By Eileen Y. Lee Breger • November 1, 2021

Close-up of a hand using a calculator and doing finance at home office while writing notes in a notebook.

Part-Time Employees May Be Eligible for 401(k) Plans

Benefits, Retirement • By Bowditch & Dewey • November 4, 2020

Person using a calculator with charts scattered across their desk.

Are Pooled Employer Plans Right for You?

Retirement • By Bowditch & Dewey • October 15, 2020

Calculator and pen on a paper where someone was calculating budget with the words "can we do this?" written on the bottom.

Trust & Estate Planning in a Unique Year (Webinar)

COVID-19 Resources, Estates, Trusts • By Rebecca MacGregor • October 8, 2020

adults reviewing documents

Is it Time to Update Your Estate Plan?

Estates • By Katherine R. Dorval • March 4, 2020

Close-up of a hand using a calculator and doing finance at home office while writing notes in a notebook.

SECURE Act Not All About Retirement: Kiddie Tax and Survivor Benefit Plans

Taxes • By Scott C. Cashman • February 10, 2020

IRS

SECURE ACT: “Stretch IRA” Rules Change in 2020

Retirement, Taxes • By Katherine R. Dorval • January 15, 2020

Interlocking gears with compliance, regulations, standards, policies and rules words imprinted on metal surface.

SECURE ACT: Foreseeable Change in ‘Stretch IRA’ Distribution Rules

Estates, Retirement, Taxes • By Katherine R. Dorval • December 9, 2019