The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. 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