Articles Posted in Estate Planning

The Secure Act and Estate Planning
Serafini, Michalowski, Derkacz & Associates

The SECURE Act (Setting Every Community Up for Retirement Act) passed into law effective January 1, 2020. Although it is uncertain how the act was named, it is certain that this act will significantly impact estate, tax and income planning for baby boomers and their children. This act will force Americans with IRAs and other…

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