Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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The ABCs of Estate Planning for IRAs Under the SECURE Act
Morningstar Sept. 9, 2021 "The Secure Act of 2019 created a confusing new array of different 'required minimum distribution rules' for 'plain old designated beneficiaries' and five classes of 'eligible designated beneficiaries.' Meanwhile, the IRS' complicated 'minimum distribution trust rules' are still with us, even though the rewards for successfully navigating the same are diminished.... [The] system described here is designed to cut through that confusion and get you quickly to the estate planning options for each type of beneficiary and their minimum distribution consequences." |
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