IRAs have become ubiquitous components of estate plans. The SECURE Act of 2019 altered the landscape for IRAs significantly. Just when advisors began to get comfortable with the new 10-year rule, the United States Treasury Department promulgated proposed Treasury Regulations early in 2022 adding additional complexity to that rule by requiring annual distributions for a non-EDB of a participant who died after their Required Beginning Date. Once again, the SECURE Act includes additional provisions with which every advisor should be familiar. Read on to learn more.
What would happen if something unexpected happens and you become incapacitated or pass away? Would your loved ones know your health care choices, or what to do with your assets?
You have the right to make your own decisions now about your assets and your health care, but if you don’t exercise these rights, they can be taken from you by the courts and government Read More!
You have the right to make your own decisions now about your assets and your health care, but if you don’t exercise these rights, they can be taken from you by the courts and government Read More!
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