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.
- “Last Will and Testament” Origin - April 7, 2021
- Beneficiary Designations and the SECURE Act Basics - March 17, 2021
- Updating Your Plan Part 3: Beneficiary Designations - March 3, 2021