How to make beneficiary designations after the Secure Act
How to make beneficiary designations after the Secure Act
By Jesse Hancox and Teresa J. Rhyne | Women on Money & Mindset
“My trust is done, so I’m all set, right?”
As estate planning attorneys, we have had to answer that question many times. If the client has a tax-advantaged account, the answer may be “No!”
What is a tax-advantaged account?
A tax-advantaged account — also called a qualified retirement plan or tax-advantaged retirement plan — is an…
Discover more from USNewsRank
Subscribe to get the latest posts sent to your email.