Compass
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AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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New 401(k) and IRA Law Might Affect How You Plan Your Estate
Ice Miller LLP [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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