Skip to main content

Trott Brook Financial is a fee based financial planning firm in Anoka, Minnesota

  • Home
  • About
    • Our Story
    • Our Team
    • Why Us
  • Services
    • Retirement Planning
  • Content
    • TED Talks
    • UNCUT Outdoors
    • Newsletter
  • Client Login
  • Contact

    You are here

  1. Home
  2. Archived Blog
  3. January 2020

January 2020

New Required Minimum Distribution Rules Clarification

Submitted by Trott Brook Financial on January 17th, 2020

In December, I wrote a memo about some of the significant changes congress made to the retirement system beginning in 2020. One of the major subjects receiving attention is changes to the required minimum distribution rules. I discussed some of these changes in December but would like to revisit this to correct one thing and clarify another. 

Tags:
  • financial planning
  • Read more

Congress Passes Material Changes to Retirement System

Submitted by Trott Brook Financial on January 9th, 2020

On December 19th, the United States Senate delivered an early Christmas present to Americans in the form of significant changes to the rules governing retirement plans and individual retirement accounts. Known as the “Secure Act,” most of the changes are being welcomed positively, although a few are being looked at like lumps of coal.

Tags:
  • financial planning
  • SECURE Act
  • Read more

Recent Blog Posts

  • The Federal Reserve balance sheet explained
  • How to not screw up an investment that goes up 500 fold
  • A better way to estimate how much retirement income you'll need

Archived Blog

  • May 2022 (2)
  • April 2022 (3)
  • March 2022 (7)
  • February 2022 (4)
  • January 2022 (4)
  • December 2021 (4)
  • November 2021 (3)
  • October 2021 (3)
  • September 2021 (1)
  • August 2021 (1)
  • July 2021 (2)
  • May 2021 (1)

Categories

  • 2008 financial crisis (1)
  • bond buying (3)
  • capital gains (3)
  • CARES Act (1)
  • cash (1)
  • cash reserve (1)
  • cost basis (1)
  • COVID-19 (2)
  • cryptocurrency (3)
  • economics (2)
  • economy (6)
  • Edward Thorp (1)
  • election (5)
  • Federal Reserve (6)
  • financial planning (6)
  • forecasting (1)
  • Government Pension Offset (1)
  • H.S.A. (1)
  • health savings account (1)
  • healthcare (2)
  • I bonds (1)
  • interest rates (11)
  • investing (24)
  • Markets (3)
  • Medicare trap (1)
  • mortgage rates (4)
  • politics (6)
  • prediction (2)
  • predictions (1)
  • quantitative easing (3)
  • Real Estate (1)
  • retirement income strategy (1)
  • return on cash (1)
  • Roth conversions (1)
  • Russia (2)
  • savings (1)
  • savings bonds (1)
  • SECURE Act (1)
  • Social Security (9)
  • step up (1)
  • stock buy backs (1)
  • stock market (20)
  • survivor benefits (1)
  • tax planning (4)
  • taxes (1)
  • Warren Buffett (5)

Contact Us

Let's have a conversation about how Trott Brook can serve you. 

3601 Thurston Avenue, Suite 102
Anoka, Minnesota
55303 United States

3601 Thurston Avenue
Suite 102
Anoka, MN 55303

Phone: 763-213-1000
Fax: 763- 213-1001

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

Investment advice offered through Trott Brook Financial, a Registered Investment Advisor

Check the background of our firm on FINRA's BrokerCheck by clicking here 

© 2025 Trott Brook Financial. All rights reserved.

Website Design For Financial Services Professionals