Accumulation Trust to Replace Stretch IRA
The accumulation trust allows IRA holders to keep the stretch IRA concept intact, but they won’t receive the tax advantages.
SECURE Act – What it Means for IRAs
The SECURE Act – Setting Every Community Up for Retirement Enhancement, is a major piece of retirement plan legislation. It was passed by the House of Representatives on May 23, 2019. It is expected to pass through the Senate later this year and then signed into law by President Trump. There are a lot of […]
