If your child recently graduated from high school, then you have likely been helping them prepare for whatever their next step in life is. That might mean buying dorm room essentials, reviewing class schedules, filing paperwork for student loans and financial aid, or prepping them for job interviews. There are a couple of items that... Read more »Read more…
The main way the SECURE Act may impact your trust is with the termination of “stretch” distributions of inherited retirement accounts. Previously, clients planned on passing on significant qualified retirement accounts because they could grow tax-free with compound interest. Read more…
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