Important Information for the 2020 Tax Season

desk with tax documents, calculator

As you prepare for file your taxes this year, we will use this page to consolidate helpful information for clients of Pearl Planning. Our team here at Pearl Planning is committed to assisting you and your tax professional in gathering the information you’ll need for your tax return. Don’t hesitate to reach out or ask…

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Anticipating the SECURE Act: What Should You Know?

white house on a sunny day

Congress has signaled that new legislation primarily affecting retirement assets is likely to pass and become law this year. We won’t know the full impact until the ink is dry on the bill, but in the meantime, here are some potential impacts to consider. Delayed Required Minimum Distribution. Many of you may be familiar with…

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