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Important Changes to Retirement Accounts Will Be Effective January 1, 2020
Tucker Ellis LLP Link to more items from this source
[Guidance Overview]
Dec. 30, 2019

"The [SECURE] Act makes significant changes to IRA, 401k, and all other types of qualified retirement accounts. Some of the new rules will directly affect how individuals manage Retirement Accounts and, just as importantly, how certain beneficiaries inherit Retirement Accounts.... [T]he new rules ... call for an immediate review of beneficiary designations and estate plans to determine the actual impact of these significant changes."  MORE >>

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