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The IRS has extended the deadline to make certain amendments for IRAs, SEP arrangements, and SIMPLE IRA plans to December 31, 2027. The extension was announced in IRS Notice 2026-9, which provides additional time for amending retirement arrangements to comply with the SECURE 2.0 Act of 2022. Under the notice,…

This article was written byFollowGreystone Capital is a long only, equity focused Registered Investment Adviser located in West Chester, PA. The firm utilizes a fundamental research process focused on identifying mispriced small and microcap securities in order to build a concentrated portfolio of high conviction investments. It’s our belief that…

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