
Year-end planning: 2020 changes and your end-of-year checklist
Among its countless impacts, the coronavirus pandemic led to the passage of the Coronavirus Aid, Relief, and Economic Security (CARES) Act, which brought investors a number of changes to deal with this year. In addition, investors are seeing changes in 2020 that were created by the Setting Every Community Up for Retirement (SECURE) Act, which was signed late in 2019.