How will the SECURE Act impact my retirement?
Both estate and retirement planning are crucial for long-term financial well-being and achieving desired legacies. While estate planning involves organizing and managing assets to ensure their efficient transfer and distribution after death, retirement planning focuses on saving and investing to achieve financial security during retirement years. Understand when you should take Social Security retirement benefits, what documents you need to review if retiring to a new state, how to communicate and incentivize your wishes in your estate plan, the essentials of IRAs and naming beneficiaries, and more.
Videos About Retirement Planning
ACTEC Estate Planning Essentials is a comprehensive resource provided by the American College of Trust and Estate Counsel (ACTEC) that offers guidance and information on various aspects of estate planning.
-
Social Security Retirement Age and Benefits
Understand the advantages and disadvantages of taking Social Security retirement benefits at different retirement ages and the impact on dependents.
-
Should I Sign New Estate Planning Documents When I Move to a New State?
A discussion between estate planning professionals about why estate planning documents should be reviewed and updated following a move to a new state.
-
Common IRA Beneficiary Scenarios
There are no do-overs with IRA beneficiaries! Understand the typical IRA beneficiary scenarios and why reviewing every time you set up an IRA is critical.
-
IRAs and IRA Beneficiaries
An Individual Retirement Account (IRA) is a tax-advantaged savings account for retirement. Learn the essentials about IRAs from trust and estate attorneys.
-
How the SECURE Act May Impact Your Retirement Plan
The SECURE Act, enacted in 2019, changes everything regarding estate planning with retirement benefits. Learn what you need to know from the experts at ACTEC.
-
Utilizing Positive Psychology in Your Estate Plan
Learn the role of positive psychology and communication when creating your estate plan and leaving assets to family and beneficiaries.
-
Tips for Individuals Living Alone (Pt. 1 of 2)
Estate lawyers share tips for individuals living alone to prepare for a healthcare or medical emergency, including a checklist and contact forms in pt. 1 of 2.
-
Tips for Individuals Living Alone (Pt. 2 of 2)
Lawyers share tips for individuals living alone on planning for incapacity or illness and provide a review of critical power of attorney documents.