- May 2021
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- December 2020
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Do You Know Who Your Beneficiaries Are? Click here for an important video
American Rescue Plan Act (ARPA 2021 [Mar. 11, 2021])
Consolidated Appropriations Act (CAA 2021 [Dec. 27, 2020])
Coronavirus Aid, Relief and Economic Security Act (CARES 2020 [Mar. 27, 2020])
Setting Every Community Up for Retirement Enhancement Act (SECURE [Dec. 20, 2019])
Maryland MOLST*** - Maryland Residents only
* This material is being provided for general information and educational purposes only and should not be construed as investment, tax, accounting, or legal advice, or used as primary or final determinant of the best strategy on how and when to claim Social Security benefits. It is strongly recommended that each individual meet with a Social Security representative who can address his/her specific situation. A wealth of information, including interactive calculators, can be found a the Social Security Administration's website: http://www.ssa.gov/pgm/retirement.htm.
**Tax services are not offered through, or supervised by, Capital Analysts or Lincoln Investment.
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