Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters. Designations for IRAs and retirement plans can be particularly complicated, especially after the SECURE Act. This article focuses on the basics of the SECURE Act. Read on to learn more.
- The SECURE Act – the Gift That Keeps On Giving - September 30, 2023
- Understanding the Importance of the Simultaneous Death Act - September 15, 2023
- R-E-S-P-E-C-T Find Out What It Means To…Your Estate Plan - August 15, 2023