Recent Articles

Follow Us
  >  Estate Planning (Page 2)

I last posted about the SECURE Act a year ago. (2/28/21, 3/8/21 and 3/14/21)  This law was passed by Congress at the end of 2019 and it included significant changes concerning retirement accounts, including IRAs and employer sponsored tax deferred accounts such as 401ks. The law was mostly negative although it did