The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. The first article in this series examined the SECURE Act. This article examines some planning strategies for dealing with the SECURE Act. Read on to learn more.
- Lessons from Patagonia - January 5, 2023
- Planning for the “Silver Tsunami” - December 29, 2022
- More than Just Salad Dressing: The Ongoing Saga of Newman’s Own Foundation - December 22, 2022