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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.
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Post SECURE Act, only a surviving spouse of the IRA or 401(k) owner can take stretch distributions.
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The SECURE Act 2.0 includes a number of changes likely to affect your retirement, legacy, and estate planning in different ways.
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Disclaimer: Materials prepared by JM LAW, PLLC are for general informational purposes only. Educational material does not create an attorney-client relationship and is not an offer to represent you. You should not act or refrain from acting based on information provided.
