Do Resuscitate: Stretch IRA Strategy Still Works for Some Clients
It’s best to keep up with the trend – that’s what the people say. Well, not quite everyone agrees. Sometimes, wise old birds...
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Estate-Planning Strategies to Fill the Void Left by Stretch IRA’s Extinction
Despite the widespread rumors, I am not a dinosaur. My colleague Rebecca, her very name recalling literature’s most troublesome...
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The SECURE Act’s Planning Impact: OPPORTUNITIES
The SECURE Act, signed on December 20, 2019 and the law of the land since January 1, has brought sweeping changes to the rules of...
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The Stretch IRA Is Dead. Long Live The Ten-Year Rule.
The Setting Every Community Up For Retirement Enhancement (SECURE) Act, passed by Congress in December 2019, changed long-standing...
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The SECURE Act: Friend, Foe or Neutral?
It came from Washington – a good title, perhaps, for a terrifying late-night cinema extravaganza – so what can we expect? In the...
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The SECURE Act: Avoiding Long Term Tax Traps
Many Americans have begun adjusting to changes brought on by the sweeping tax overhaul enacted in 2017. Alterations introduced by...
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The SECURE Act: What Wealthy Clients Need To Know
Voted into law this past December, The Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act) contains...
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Thanks to SECURE Act, Two IRA Changes for Right Now
Signed into law in late 2019, The SECURE Act is the most comprehensive retirement-centric piece of legislation the country has seen...
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Living Under the SECURE Act: Leaving Retirement Accounts Without Stinging Your Heirs
The Setting Every Community Up for Retirement Enhancement Act – perhaps, like us, you flinch at this govspeak, but you’re likely...
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Thanks to New Law, Expanded Use of 529 College Savings Accounts
Enacted in December 2019, The Secure Act, a federal law attached to broader spending legislation, now allows 529 plans to use funds...
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The SECURE Act is Live: Changes for Retirement Planners to Note
The SECURE Act has been generally welcomed by the retirement planning industry and its in-the-know clients. Most of the law’s...
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Ways the SECURE Act Could Help, Hinder or Take a Big Bite Out of Clients
The SECURE Act is now law and its implications are still being digested by financial professionals and clients. The legislation has...
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SECURE Act FAQs: Helping to Deal with Client Confusion
The SECURE Act is spurring conversations among financial industry professionals, in particular specialists who assist people in...
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SECURE Act Tax Changes – Good News and Bad
Congress means well – we’re nearly certain that’s the case. It’s latest effort, the SECURE Act, gained final approval in December...
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The SECURE Act Is Now Live: How It Will Impact Your Practice
Its full name is the Setting Every Community Up for Retirement Enhancement Act, a comprehensive legislative package finally passed...
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SECURE Act Went Live on Jan. 1 – Are You Prepared?
President Donald Trump just recently signed the Setting Every Community Up for Retirement Enhancement Act of 2019. The SECURE Act...
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