We would like to share this informative piece from Schwab Insights. Please feel free to reach out to us if you have any questions about how this legislation might affect you.
Significant Retirement Savings Law Changes Are Coming in 2020

Congress has passed significant changes to retirement savings law that will affect individuals in or nearing retirement, new parents, small business owners and employees, and could have a major impact on estate planning.

Read the full article here!
Royal Harbor Partners
12000 Aerospace Avenue, Suite 420
Houston, Texas 77034
713-554-2252