Retirement Benefits

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…

In our April subscriber drafting webinar, we will review changes and enhancements that have been made to InterActive Legal practice systems over the past year.

The enactment of the SECURE Act late last year has been a hot topic among estate and financial planners for the past several weeks. Of most importance to those of us who draft estate planning documents is how the Act affects existing and…

How do the new fiduciary rules impact your life insurance recommendations? Ethical Considerations of NYS DFS Reg 187, FINRA Rule IM2210, New CFP Practice Standards and the UPIA Relating to “Decision Support Material” used by life insurance…

Signed into law December 20, 2019, SECURE has radically changed the estate planning landscape for clients’ retirement benefits. Except for a few types of beneficiaries, the life expectancy payout is gone with the wind, replaced by a maximum…

Non ILS subscribers can rent this recorded webinar on-demand. Estate Planners are – perhaps surprisingly – starting off 2020 with a significant change in a major area of estate and financial planning.

Twas the week before Christmas, and Congress was trending.

This memorandum to InterActive Legal subscribers provides detail regarding the provisions of the appropriations bill passed in December 2019 affecting retirement benefits, known as the SECURE Act.The memo also offers drafting and other…

On May 23, 2019, the U.S. House of Representatives passed a bill that, if signed into law, would significantly change estate planning for Qualified Plans and IRAs (referred to herein, collectively, as "Retirement Benefits").