In the first part of this series, we discussed the potential ramifications the SECURE ACT has for your estate and retirement planning. Here, we’ll look more deeply into additional strategies you may want to consider in light of the new legislation. On January 1, 2020,...
Month: January 2020
As experienced Legacy Estate and Planning experts, we can update your plan to address the potential ramifications the SECURE Act might have on the distribution of your retirement assets to your loved ones following your death.