ACTEC Estate Planning Essentials

Retirement Planning Legal Considerations


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.   

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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.