July 31, 2020

ke kumu: The Secure Act – How it may Affect your Retirement Plan Beneficiaries and Estate Plan

By Caitlin M. Moon (Associate, Trusts and Estates) The Setting Every Community Up for Retirement Enhancement Act of 2019, known as the SECURE Act, became effective January 1, 2020. This new legislation has substantial effects on estate planning with retirement plans, most notably on “stretch IRA” strategies, as well as on distribution and contribution ages […]

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