How the SECURE Act Impacts 529 Plans
On December 20, 2019, the SECURE Act (“Setting Every Community Up for Retirement Enhancement”) was signed into law. Besides making [...]
On December 20, 2019, the SECURE Act (“Setting Every Community Up for Retirement Enhancement”) was signed into law. Besides making [...]
Under the SECURE Act, an individual is “chronically ill” if they have been certified by a licensed health care [...]
Under the SECURE Act, an individual is considered to be disabled if he is unable to engage in any [...]
Under the SECURE Act, if the beneficiary of an inherited IRA is a minor child of the deceased account [...]
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 [...]