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Home / Columns and Features / New proposals would change estate planning for retirement accounts (access required)

New proposals would change estate planning for retirement accounts (access required)

A new proposal pending in Congress would affect estate planning strategies for retirement accounts. The proposal highlights the need to carefully consider beneficiary designations for these accounts – whether or not the law change passes. Although the proposed changes under the SECURE Act, might eliminate a significant income tax benefit for some retirement account beneficiaries, some planning opportunities still ...

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