retirement account

SECURE Act Accelerates Timing of Required Minimum Distributions to Beneficiaries Under Qualified Plans and IRAs

By Ian A. Herbert ‡, Paul B. McCawley & Diana Zeydel on February 5, 2020

Posted in Death and Disability Planning, Estate, Estate Planning, Estate Tax, GT Alert, Incentive Trusts, Individual Retirement Accounts, Inheritance Rights, Internal Revenue Code, IRS, Legacy Planning, Tax Planning, Trusts, Uncategorized

The Further Consolidated Appropriations Act, 2020, signed into law Dec. 20, 2019, includes a division that is known as the SECURE Act,1 which made major changes to the required minimum…
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Don’t Forget Your Beneficiary Designations!

By Michelle L. Soto on March 20, 2017

Posted in Estate, Estate Planning, Insurance

Life-changing events such as marriage, divorce, and death require a review of the beneficiary designations for life insurance policies and retirement accounts. These types of assets often represent a significant…
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retirement account

SECURE Act Accelerates Timing of Required Minimum Distributions to Beneficiaries Under Qualified Plans and IRAs

Don’t Forget Your Beneficiary Designations!

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