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New 401(k) and IRA Law Might Affect How You Plan Your Estate
Ice Miller LLP Link to more items from this source
[Guidance Overview]
Jan. 20, 2020

"One possible idea would be to allocate your retirement accounts within your trust so the trustee can sprinkle the distributions among beneficiaries in lower income tax brackets.... [If] you've considered a Roth conversion in the past, you should rerun the numbers now that SECURE has been passed to determine if this changes the tax outcome.... [Y]ou might consider a charitable remainder trust as a retirement account beneficiary."

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