#taxchanges

What You Need to Know if you Have an IRA (SECURE Act changes) Part 2

Leave a Comment / Estate Planning, IRA, Traditional IRA / Attorney Lori Vella

This blog will focus more specifically on changes made to the beneficiaries that receive your IRA dollars in the future, after your death. I want to give you a snapshot of some issues so you can explore them in greater depth.

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What You Need to Know if you Have an IRA (SECURE Act Changes)

1 Comment / IRA / Attorney Lori Vella

Have you heard about the new tax changes? Now is the time to start understanding these changes and determining if you need to make revisions to your estate plan.

What You Need to Know if you Have an IRA (SECURE Act Changes) Read More »