Preferred Trust Blog

The Setting Every Community Up for Retirement Enhancement Act, or SECURE Act, went into effect January 2020. As it implies, this piece of legislation made a few changes to existing regulations..

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January 30, 2020
It is that time of the year again, tax season. To make things easier for our clients we created a short FAQ blog that pertains to tax documents you may OR may not receive this year. 
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January 27, 2020
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