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Nancy Welber and Amy Morrissey discuss how the changes brought about by the SECURE Act will affect estate planning practice.
Plan for Retirement Assets Under SECURE Act
On-Demand Seminar (Posted 02/06/20) | Level: Advanced
The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) made sweeping changes to the treatment of IRAs and retirement benefits post death. Our experts discuss how the SECURE Act will affect estate plans with retirement accounts.
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