Beneficiary Designation
Alternatives for Stretch IRA Strategies
The elimination of the Stretch IRA is a game changer, especially for parents who were considering bequeathing savings in IRAs to their children.
March 4, 2020
Blog Articles
Estate Planning
SECURE Act Means It’s Time for an Estate Plan Review
Congress passed an important retirement-savings law called Setting Every Community Up for Retirement Enhancement, or the SECURE Act of 2019.
January 30, 2020
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