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. Read More » March 4, 2020
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. Read More » January 30, 2020