No doubt, you’ve been reading about the SECURE Act’s impact on retirement accounts. The SECURE Act was passed in December 2019. Regulations have not been issued as of yet, so be sure to talk with your attorney or accountant before taking any action.

Westervelt, Jonathon Trustee and Westervelt, Christina M. Living Trust and Christina M. Westervelt Living Trust to Westervelt, Jonathon, Lot 22, Piedmont Pointe-Phase Two.

Last week, we talked about the law on required minimum distributions (RMDs) for 2019. As anticipated, the president signed the SECURE Act into law on Dec. 20. As a result, beginning in 2020, RMDs will be subject to some new rules. (If you would like a copy of my May 23, 2019, column on the S…

Stroup, Michael Wesley Jr. and Stroup, Amanda Cheryl to Collins, Joseph Jr. and Collins, Lydia W., Parcel 3, County, $202,000.

The SECURE Act, which affects retirement accounts, may be signed into law by the time you read this. I’ll update you next week. In the meantime, let’s talk about the law on required minimum distributions (RMDs) as it stands right now.

Goplerud, Harl D. and Goplerud, Nancy H. to Jacobs, Jordan M. and Jacobs, Jessica F. S., Lt. 26 & Parcel A, Gracemont Terrace Sub., $175,000.

Over the past few months, we’ve talked about the major regulatory changes adopted by the U.S. Securities and Exchange Commission last June. These changes will impact every investor, especially next summer when a new disclosure (the CRS) will come their way. CRS stands for “Customer Relations…

Leister, Morris David and Leister, Morris D. to Leister, Mary Edna B., Lt. 116, Spring Valley.

If you read last week’s column about mentoring young people to save and invest, let me give you some additional points and resources on 401(k)s to continue that dialogue:

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