estate planning for retirees

Estate Planning For Retirees After SECURE Act

Creative Planning Around the SECURE Act $15 billion in 10 years.  That is the predicted new tax revenue from the SECURE Act.  So where is that money coming from?   Your IRA beneficiaries, that’s who.   The SECURE Act is old news by now. Most everyone knows that the much-beloved “stretch” payout for non-spouse IRA beneficiaries is a thing of the past. For all but a select few, beneficiaries must now draw down their inherited...
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