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Thread: How Will The SECURE ACT Impact Your Estate Plan?

  1. #1

    Join Date
    Feb 2019
    Location
    Gainesville, Florida
    Posts
    36

    Default How Will The SECURE ACT Impact Your Estate Plan?

    This Act, signed by President Trump this past December, included several important additions and modifications to existing retirement planning code sections.
    For example, it changed the age when you MUST start taking money out of your income tax deferred retirement accounts. It gave retirement plan providers the opportunity to include annuities in their choice of ‘investment’ alternatives for plan participants.
    What are less well known and not yet fully understood are the changes that will happen after you die. The title above implies there are significant changes that will influence how you designate what happens to your money after you die and how your beneficiaries will have access to it.
    Today, January 29th, I received the following from the law firm of John J. Giamarco, J.D.,LL.M. I’ve been on his mailing list for many years and have always welcomed his insights and thoughts when it comes to trusts and estate planning. Read it HERE.


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  3. #2

    Join Date
    Jul 2016
    Location
    Texas
    Posts
    2,165

    Default Re: How Will The SECURE ACT Impact Your Estate Plan?

    Interesting...wonder if insurance companies and estate planners had something to do with this legislation. I'm not liking the 10 year rule.

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  5. #3

    Join Date
    Dec 2006
    Location
    Oregon
    Posts
    260

    Default Re: How Will The SECURE ACT Impact Your Estate Plan?

    Definitely not liking the 10-year rule. We both have IRA'S and are in the process of setting up our estate plan. Who knew we would have $750K in assets that needed to be protected?!?
    No God, No Peace. Know God, Know Peace.

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