News & Analysis as of

Qualified Charitable Distributions Individual Retirement Account (IRA) 401k

Adler Pollock & Sheehan P.C.

SECURE 2.0 May Affect Your Retirement and Estate Plans

The original Setting Every Community Up for Retirement Enhancement Act (SECURE Act), enacted in 2019, was a significant law related to retirement savings. In the spring of 2022, with an eye toward building on the reforms in...more

Warner Norcross + Judd

2022’s Secure 2.0 Act Changes Retirement Planning (Again)

Warner Norcross + Judd on

As 2022 came to a close, Congress passed an omnibus spending bill, the $1.7 trillion Consolidated Appropriations Act of 2023, and it was signed by President Joe Biden on December 29. Contained within this bill is the SECURE...more

Polsinelli

Estate Planning Impact Of The Secure Act

Polsinelli on

The ‘Setting Every Community Up for Retirement Enhancement’ Act (the “SECURE Act”) was signed into law on December 20, 2019 and became effective January 1, 2020....more

Chambliss, Bahner & Stophel, P.C.

Avoiding Pitfalls When Forced to Start Breaking Your Retirement Piggy Bank

The oldest of the 75 million baby boomers have begun turning 70 in 2016. Becoming a septuagenarian is a milestone in itself, but it also means that soon the IRS will likely be expecting you to start cashing out your...more

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