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MAP Retirement
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SECURE Act: Retirement Account Estate Planning Changes
Miller Johnson 
[Guidance Overview] Jan. 30, 2020 "The exceptions to the ten-year rule are complex and must satisfy strict definitional requirements, some of which are still unclear under the new rules. It is important to seek guidance from your estate planning attorney and tax advisor on these definitions to properly assess whether stretch IRA planning remains available for these individuals in a participant's or owner's estate planning." MORE >> |
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