Publications & Media

Structuring IRA Trusts in Estate Planning to Comply With SECURE Act Rules

Strafford

Tom Sigmund presented on Strafford’s webinar outlining the current SECURE Act's rules and requirements, the potential implications of SECURE Act 2.0, the asset protection and tax savings benefits, the 10-year rule, and critical considerations in modifying and structuring IRA trusts.

Resources

 
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