The IRS has just waived required minimum distributions for some IRA beneficiaries.

The SECURE Act altered how a beneficiary of an IRA is required to take withdrawals. Because of this, it may be more advantageous to make a trust the beneficiary of an IRA.

Post SECURE Act, only a surviving spouse of the IRA or 401(k) owner can take stretch distributions.

The SECURE Act 2.0 includes a number of changes likely to affect your retirement, legacy, and estate planning in different ways.