The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. The first article in this series examined the SECURE Act. This article examines some planning strategies for dealing with the SECURE Act. Read on to learn more.
- Gen X – This One’s for You (Really Every Generation Should Read This) - September 20, 2023
- What We Can All Learn from Diller v. Richardson – Part II - September 13, 2023
- What We Can All Learn from Diller v. Richardson - September 6, 2023