Wealth Preservation

Five Major Changes to Tax and Estate Planning for Retirement Assets in 2020 and Beyond

2/14/2020 | Article

Wealth Preservation Quarterly

The Setting Every Community Up for Retirement Enhancement (SECURE) Act became law last month as part of a year-end spending bill rushed through Congress to avoid a government shutdown. Its passage requires a fresh look at estate planning for retirement accounts.

This article examines...

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