HUGE Changes Needed for IRA Trusts After SECURE Act of 2019

2019-08-08T17:52:14+00:00

Quick Intro Earlier this year the House passed the SECURE Act, which makes changes to IRA rules that will significantly impact how IRA’s can be used as an estate planning tool and wealth transfer vehicle. In short, the SECURE Act no longer allows for a savvy planner (through the assistance of an estate planning [...]