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New Book, 'Beating the New Death Tax' by James Lange, Available Now for Pre-Order, Book Reviews, Media Requests

Press Release Aug 4, 2020

New Book, 'Beating the New Death Tax' by James Lange, Available Now for Pre-Order, Book Reviews, Media Requests

Pittsburgh CPA/Attorney publishes book to save readers and their families hundreds of thousands of dollars due to IRS tripwires buried in the new SECURE Act, selects charity to receive book proceeds. Read More

Sexton Advisory Group Shares 4 Ways the SECURE Act Affects Retirement Planning

Press Release Mar 3, 2020

Sexton Advisory Group Shares 4 Ways the SECURE Act Affects Retirement Planning

Financial Expert Steve Sexton Weighs in on How New Bill Impacts Retirement Savings Read More

Leimberg Information Services Introduces Comprehensive Suite of Tools to Help Advisors Navigate the SECURE Act

Press Release Jan 6, 2020

Leimberg Information Services Introduces Comprehensive Suite of Tools to Help Advisors Navigate the SECURE Act

The SECURE Act that went into effect on Jan. 1 drastically changed the RMD rules with respect to inherited IRAs and other retirement plans. LISI collaborated with Bob Keebler (named by CPA Magazine as one of the Top 100 Most Influential CPAs in the US) to develop its 1st-to-market set of SECURE Act tools. Read More

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