Exceptions to the SECURE Act’s Inherited IRA 10-Year Distribution Rule
For five categories of individuals set to inherit an IRA, the SECURE Act’s ten-year distribution rule (discussed in our [...]
For five categories of individuals set to inherit an IRA, the SECURE Act’s ten-year distribution rule (discussed in our [...]
Prior to the December 2019 passing of the SECURE Act, when an individual inherited an IRA, they were generally [...]
There are two important changes made by the SECURE Act that affect your retirement plans. First, the Act provides [...]
In December 2019, the SECURE Act (“Setting Every Community Up for Retirement Enhancement”) was signed into law. The Act [...]
Probate is an administrative proceeding through which a deceased person’s estate is properly distributed to heirs and designated beneficiaries [...]
When you sign up for an IRA, 401k, TSP, 403b, etc. (“Qualified Funds”), you are required to designate a [...]
Besides failing to have an estate plan, a common error in estate planning is failing to update your estate [...]
Upon your death, your assets are distributed according to the terms of your Will. If you have children and/or [...]
One of the benefits of having a Will is appointing an individual to administer your estate upon your death [...]
Estate planning is not just about planning for your death; it is also about planning for your potential incapacity [...]