SECURE Act 2.0 Changes – Important Issues to Consider
The SECURE 2.0 Act of 2022 can leave you wondering how changes might apply to you. Use this summary checklist grouping the changes by the year they take effect.
SECURE Act: Potential Implications to Naming Your Trust as Retirement Beneficiary
Since the SECURE Act passed in December of 2019, several clients have reached out regarding the so-called “10 Year Rule” which stipulates all retirement assets must be distributed to certain beneficiaries within 10 years of the client’s passing.