On December 23, 2022, Congress passed a new tax bill that will have a huge impact on Americans’ lives in the upcoming years. At WJ, we have been researching and clarifying all the new 92 provisions so we may continue to be a valuable resource to all our clients. Below is a list of key points we feel will have the biggest impact to our client’s lives. New Required Minimum Distribution Age If... READ MORE

Back on December 20th, President Trump signed the “Setting Every Community Up for Retirement Enhancement (SECURE) Act” into law, which was part of a larger spending bill to continue funding the government. Many of the key provisions are perceived to be positive and allow for more flexibility, while others will impose some new limitations. Most of the provisions became effective on January... READ MORE

The SECURE Act, assuming it does pass and becomes law, will implement many changes that will affect everyone. It passed in the House back in May, however, it's been held up in the Senate with little movement, until now. This week, some key Senators sent a public letter to the Senate Majority Leader, urging him to allow an immediate vote on it. Once it's up for a vote, The SECURE Act is expected... READ MORE