Following the IRS’ finalization of the SECURE Act regulations on July 18, 2024, it is a good time to review the retirement benefit provisions of your trust to make sure they still align with your estate planning goals....more
3/4/2025
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Conduit Trust ,
Estate Planning ,
IRS ,
Required Minimum Distributions ,
Retirement Plan ,
SECURE Act ,
Tax Deferral ,
Trust Distributions ,
Trustees ,
Trusts
On July 19, 2024, the Internal Revenue Service (“IRS”) issued final regulations (“2024 regulations”) regarding the SECURE Act of 2019 and the SECURE Act 2.0 of 2022, which apply to 401(a) plans, 401(k) plans, traditional and...more
12/18/2024
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403(b) Plans ,
457(b) Plans ,
Beneficiaries ,
Final Rules ,
Individual Retirement Account (IRA) ,
IRS ,
Required Minimum Distributions ,
Retirement Plan ,
Roth IRA ,
SECURE Act ,
Separate Accounts