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Estate Planning & Trusts
In early 2020, we alerted you about Congress’s enactment of the “Secure Act” in a two-part article series. For the most part, this new federal law ended “stretch” inherited individual retirement accounts allowing beneficiaries to withdraw IRA funds over the course of their ...
In late December of 2019, Congress enacted new legislation designed to allow older Americans additional tax-deductible ways to grow their qualified retirement plans. Unfortunately, this Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) ends the righ ...
After enactment of the Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) on January 1, 2020, clients now need to re-examine their estate planning with their advisors with regard to their IRAs and other qualified retirement plans. As we noted in ...