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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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The team of chefs and producers who will represent the Finger Lakes at the James Beard House are, from left, Claire Benjamin, Nancy Irelan,  Autumn Stoscheck, Samantha Buyskes, Linnea Shumway, Trish Aser, and Susanne Messmer. Photo supplied.

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A new proposal pending in Congress would affect estate planning strategies for retirement accounts. The proposal highlights the need to carefully consider ...

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December 12, 2019 (access required)

A new proposal pending in Congress would affect estate planning strategies for retirement accounts. The proposal highlights the need to carefully consider ...