SECURE Act – Planning Ideas for Practitioners to Consider

Steve Leimberg’s Estate Planning
Email Archive Message #720
Date:24-Feb-20

Subject: Martin M. Shenkman, Jonathan G. Blattmachr, Robert S. Keebler & Joy Matak on the SECURE Act – Planning Ideas for Practitioners to Consider 

“The SECURE Act makes significant changes to how IRAs (other than Roth IRAs) and certain qualified retirement benefits must be treated post-death to avoid additional taxes. These changes are so significant that all plan participants and IRA owners, sometimes referred to as a ‘plan holder,’ should confirm their wishes and be advised on how their estate plans may be affected.”

Martin M. Shenkman, Jonathan G. Blattmachr, Robert S. Keebler and Joy Matak provide members with comprehensive commentary on the SECURE Act.

Here is their commentary: