SECURE Act

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").