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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.
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