How the SECURE Act May Impact Your Retirement Plan by ACTEC Fellows Steven E. Trytten and Nancy H. Welber The SECURE Act, enacted in December 2019, changes everything in regard to estate planning with retirement benefits. ACTEC Fellows Steven E. Trytten and Nancy H....
Coordinating Beneficiary Designations with the Overall Estate Plan by ACTEC Fellows Frank T. Adams and Richard R. Gans Assets such as life insurance, annuities, pension plans, 401ks and IRAs have beneficiary designation forms as part of the set-up process. ACTEC...
IRAs and IRA Beneficiaries by ACTEC Fellows Stacy E. Singer and Svetlana V. Bekman IRA beneficiary designations can be confusing. Learn the essentials of naming IRA beneficiaries from trust and estate experts ACTEC Fellows Stacy E. Singer and Svetlana V. Bekman....
9100 Relief: Jumping Through the Hoops When You Learn You have an “Oops!” 9100 Relief: Jumping Through the Hoops When You Learn You have an “Oops!” That’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Clary...
Powers of Appointment: From Snoozy to Sexy “Powers of Appointment: From Snoozy to Sexy.” That’s the subject of today’s ACTEC Trust and Estate Talk. Transcript/Show Notes This is Karen Gerstner, ACTEC Fellow from Houston, Texas. Recent times have seen...
