1/? 🚨SECURE Act FINAL Regs are here!🚨 I honestly can't remember a time when advisors, tax pros and "mom and pop" investors more eagerly awaited news from the IRS. But more than 4 1/2 years after SECURE was passed, we now have some definitive answers to key Qs. A thread...

Equally poor call on the personal foul. I repeat… Let. Them. Play.

Let. Them. Play. If there’s an obvious foul, throw the flag. But otherwise, let the players decide the most important game of the season. TOUGH call there on Brown. #SuperBowlLIX

@olsonplanner

@aaroncoates TBD, partially determined by required length of thread and available pre-made GIFs.

@lindseyyoung_qw Depends how long the bill is. Only so many themes I can do with pre-maid gifts when it’s going to be 50+ tweets. 😀

@tlatocha

@Sqaccounting

@robbhurstCPA Not yet, but considering it.

@shermanwealth Thanks, Brad! I appreciate it!

@V_I_C_T_O_R___ Ha! You and me both, my friend!

@___undertone Highly unlikely that much, if anything, will retro to last year. In fact, the most likely outcome is that most changes won't even take effect this year and instead will simply begin to be effective in 2026. Having said that, changes will be comparatively small (vs expiration)

@spez_dispenser Honestly, the most appropriate selection would seem to be "Back to the Future", but I'm not sure there are enough readily available GIFs from that to handle what we're going to get!

@D4pp3rD1scourse

@FlamingoFlipper Nothing is ever guaranteed, but if I were a Vegas oddsmaker, I'd have this at about 90-1 right now. There are some intra-party disagreements that still have to be resolved (e.g., deficit hawks vs. SALT caucus), but they'll get there sooner rather than later.

@_obiwan Ooo. Now THAT is a good idea. I wonder if there's a way to mass import follows into a list.

@_obiwan The algos have definitely been "refined" a bit since his purchase.

Had an absolutely fantastic time connecting with some of my advisor friends at the Focus Partners' Advisor Solutions "Winter Camp" conference in Charlotte earlier this week. Helping provide high-level, relevant, and timely education to this group is just one of the many ways that I, and the rest of our Advanced Planning team, seek to help advisors create an Unfair Advantage over their competition. If you're curious to learn more about our Advanced Planning team, and how we help support advisors via education, planning alerts, case consultations, and more, you're in luck! I'll be joining my friends Sean Brooks and Ben Slater for a special webinar on this topic on February 19th at noon central time. Our discussion, "The Unfair Advantage: How to Enhance Your Business and Deliver Client Value," will cover all of the above, and more! To register, visit:

@marsden_wendy Need to look into it, but will do! I'm also planning to do more with Linked In than in the past, so there's always that too!