Qualified Subchapter S Trusts

We hesitate to publish this, because as soon as we do, Congress will do a roundoff back handspring with a twist and things will change.  However, as of this writing, the versions of the Build Back Better Act passed by the House and…

The Secure Act changed how many clients should plan for and name beneficiaries of retirement assets.

What is the Secure Act and how did it affect the designation of beneficiaries for retirement plans and IRAs? Elimination of the lifetime stretch (payout) of IRA benefits for most beneficiaries. Exceptions for Eligible Designated…