Last month, President Trump signed the appropriations bill into law. Contained within the 1700+ page appropriations bill was the SECURE Act. This new law dramatically changes how inherited retirement plans must be distributed.
At Boyd & Boyd, P.C. we have been following these breaking developments. We will host a client only seminar on January 8, 2020 at 10 am to explain this important new law and the changes it brings. We will explain the law, how it impacts existing planning techniques such as the IRA Inheritance Trust (TM), as well as other planning opportunities that may be considered.