We recently wrote a post about a piece of legislation that was introduced into the House that is being called SECURE Act 2.0. This is a reference to the original piece of legislation with this name that changed some of the rules that impact … [Read more...] about SECURE Act 2.0 Is Moving Right Along
stretch IRA
An Overview of IRA Rules for Beneficiaries
An individual retirement account can provide a nest egg during your senior years, and the account can become part of your estate if you never need the money. There are also people that proactively use IRAs for estate planning purposes. With the … [Read more...] about An Overview of IRA Rules for Beneficiaries