Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for IRAs and retirement plans can be particularly complicated, especially after the SECURE Act. This article focuses on the basics of the SECURE Act. Read on to learn more.
- Roth IRAs Can Be a Great Planning Strategy: Advanced - August 5, 2021
- It’s Important to Have a Coordinated Estate Plan - August 3, 2021
- Revocable Trusts Are Not Always Treated the Same as an Individual - July 29, 2021