Broker Check

Key Financial Data 2020 (Updated March 2020)

March 25, 2020

Every year we send out the “Key Financial Data”. This year, between the SECURE Act passing in December 2019, and the CARES Act further changing the rules – the original printed paper version were out of date before they even got to our office.

This is an invaluable resource for financial professionals, as well as for the average taxpayer with above average levels of curiosity.