SECURE Act New IRA Rules: Change Your Estate Plan

SECURE Act New IRA Rules: Change Your Estate Plan

Introduction and Action Steps
The Setting Every Community Up for Retirement Enhancement Act of 2019, called the “SECURE Act” makes significant changes to how IRAs and certain retirement benefits must be treated post-death. Rules Committee Print 116–44 Text of the House Amendment to the Senate Amendment To H.R. 1865, December 16, 2019, the “Further Consolidated Appropriations Act, 2020.”
These…

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