The Secure 2.0 Act, passed in December, contains more than 90 provisions affecting retirement savings plans, such as individual retirement accounts and 401(k) workplace plans. The Secure 2.0 Act, passed in December, contains more than 90 provisions affecting retirement savings… Read More
-
Is it Time to Review Your IRA Estate Planning Strategies?
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which was passed in December 2019 as part of a larger federal spending package, included a provision that warrants special attention from those who own high-value IRAs. Specifically, the “stretch”… Read More