Q. I understand that the rules for Required Minimum Distributions (RMDs) from workplace retirement plans and individual retirement accounts have changed this year due to the SECURE Act earlier in the year and the recently enacted … [Read more...]
Print This PageAvoid Disaster: Update Your Estate Planning Documents in Light of New SECURE Act Provision
February 7, 2020 by
Q. I completed my estate planning with your firm five years ago and elected to have my retirement plans pass into a “conduit trust” or “pass-through trust” for the benefit of my daughter, Hannah. My understanding was that the … [Read more...]
Print This PageTop 19 Articles of 2019
January 3, 2020 by
Those who read our newsletter or follow our blog know that we covered a lot of ground in 2019. This past year, the Federal Tax Act increased the federal estate and gift tax exemption from $11.18 million dollars per person to $11.4 … [Read more...]
Print This PageSECURE Act is Signed into Law: Five Ways it will Change Retirement
December 27, 2019 by
Q. I heard that the Setting Every Community Up for Retirement Enhancement (SECURE) Act was recently signed into law and that it includes taxpayer-friendly measures designed to boost retirement savings. What are some of the ways … [Read more...]
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