The ACTEC Family Estate Planning Guide offers families insight into the fundamentals of wills and trusts to encourage planning. We have tapped some of our most distinguished ACTEC Fellows to help explain to families some of the basics of wills, estate planning and guardianship.
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.
ACTEC will periodically provide technical comment and expertise to the Congress, the Internal Revenue Service, and the Department of the Treasury in regard to proposed or existing regulations, forms or other administrative rulings.
2020 Guidance from Treasury Regarding Selected Provisions of the SECURE Act — ACTEC's request for interim guidance from Treasury that ACTEC believes will be needed by taxpayers in 2020 to adequately address the changes the SECURE Act made in the law relating to distributions from inherited plan accounts and IRAs after the death of the plan participant or IRA owner (March 31, 2020).
ACTEC Trust and Estate Talk is a free weekly podcast series. The series offers wealth planning professionals best practice advice, insights, and commentary on subjects that affect the profession and clients.
Subscribe on iTunes, Spotify, Soundcloud, Stitcher, or PlayerFM.
Retirement and Estate Planning after the SECURE Act by Natalie B. Choate and Steven E. Trytten
Available for purchase in the ACTEC Store. ACTEC Fellows, please log in to receive the discounted price.
The SECURE Act, enacted on December 20, 2019, is the most important development in the retirement plan area in many years. This Act changes the game for both retirement planning and estate planning for retirement assets. The panel will analyze the new law and explore how to approach planning under the SECURE Act, why planners will still need to know the pre-SECURE Act version of the rules, how to plan with trusts as retirement plan beneficiaries and why flexibility will be more important than ever. The discussion will consider charitable planning with retirement plan assets under the SECURE Act and existing planning techniques that still make sense.