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      • What We Do / Our Services
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      • Find Us / Contact Us
    • GET STARTED
      • Schedule an Appointment
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      • Open Client Portal
  • Testimonials
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    • TAX PREPARATION
      • What To Bring / Prepare For Your Appointment
      • Tax Tips for 2021/2022
      • Client Portal: Online Forms, Make a Payment
      • Ask the Expert: Get Online Answers
      • Efficient Tax Strategies and Important Tax Birthdays
      • How to Protect Yourself
    • OUR TAX BLOG
      • Read All Posts
      • Tax Rates for 2021 and 2022
      • Proactive Year-end Tax Planning for 2021 and Beyond
      • Videos: Tax Tips and Strategies
      • Cryptocurrency Taxes and Reporting
      • Market Volatility and Investments
    • ESTATE PLANNING
      • Estate Planning, Wills and Trusts
      • Wealth Management
      • Full Legal Services
      • Income for Life
      • Listen: Essential Legacy Tax Tips (Podcast)
      • Client Appreciation Evening
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SECURE Act Changes That Affect Your Retirement

SECURE Act Changes That Affect Your Retirement, Financial 1 Tax

The “Setting Every Community Up for Retirement Enhancement” (SECURE) Act was signed into law. This new legislation made major changes to a number of tax rules that govern retirement savings. Many of these changes started in 2020, and they include significant changes that retirement savers should know …

Financial 1 Tax

With over 19 years in the business, Financial 1 Tax is your full service tax, elder law, estate and retirement planning firm. Find our locations in the Greater DC Metro area, Baltimore, and now in the Miami Metro area and Boca Raton in Florida, or work with us remotely online (Zoom available). Now serving all 50 states! | In the News

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Monday – Friday, 10:00 AM – 7:00 PM
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Maryland offices: 410-908-9293
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Florida offices: 954-892-6020

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