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Retirement Planning Legal Considerations

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Don't forget trust and estate considerations when planning for your retirement. Know what documents you need to review if retiring to a new state, how to communicate and incentivize your wishes in your estate plan, what might have changed with the 2019 SECURE Act, and information about the IRAs and  beneficiaries.  

 

 

How the SECURE Act May Impact Your Retirement Plan

The SECURE Act, enacted in December 2019, changes everything in regard to estate planning with retirement benefits. Learn what you need to know from the experts at ACTEC.

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Should I Sign New Estate Planning Documents When I Move to a New State?

When you move to a new state, do you need to update your estate planning documents? ACTEC Fellows discuss which document you need to update and why.

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IRAs and IRA Beneficiaries

IRA beneficiary designations can be confusing. Learn the essentials of IRAs and naming IRA beneficiaries such as how to name a spouse, children, a trust, unborn children or charities as beneficiaries in this short video.

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