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.
- How Tax and Non-Tax Considerations Impact Estate Planning – Part I - May 24, 2023
- What’s in President Biden’s Revenue Proposals? - May 17, 2023
- The Intersection of Bank Failure and FDIC Insurance - May 10, 2023