10 min read
SECURE Act: Inherited retirement accounts and the impact on your estate plan
The SECURE Act changes the rules on retirement accounts. Here’s how it’ll affect inherited retirement accounts, taxes, and your estate plan.
3 min read
SECURE Act’s lifetime income provisions add clarity and flexibility
The new law improves disclosures, increases employee portability, and enhances employer protections for annuities and other lifetime income offerings. Here are the highlights for plan sponsors.
3 min read
SECURE Act: Changes for plan sponsors related to retirement plan distributions
The new law enacted in late 2019 includes several provisions that plan sponsors need to consider. Here are a few of the changes that warrant a closer look.
2 min read
SECURE Act: Life insurance can offer new tax benefits
Passage of the SECURE Act means life insurance may offer new tax benefits for many individuals. Learn more about why — and how to use it as a planning tool.
Deep Dive: The SECURE ACT What it means for you
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