With the stretch IRA gone, Charitable Remainder Trusts (CRTs) offer a tax-smart estate planning alternative. Learn how CRTs can benefit your heirs and support your charitable goals.

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019, and its “sequel,” the SECURE Act 2.0 was passed a few years later in December 2022. While the list of changes from these two pieces of legislation could warrant a short novel, let’s take some time to dissect a related issue I have been helping next-generation clients with.

Explore key updates from SECURE Act 2.0, including changes to RMDs, expanded Roth access, new savings strategies, and other retirement plan enhancements—all in one comprehensive guide.

The SECURE Act 2.0 raises the RMD age from 72 to 75, giving retirees more time for tax planning. Learn how this change impacts your retirement strategy and what steps to take now.

Discover how the SECURE Act of 2019 enhances retirement savings with increased tax credits, extended plan adoption deadlines, and new rules for part-time employees. Learn how your business can benefit.

Discover how auto-enrollment in company retirement plans boosts employee participation, simplifies plan management, and offers tax benefits for small businesses under the SECURE Act.

The SECURE Act brings major retirement plan changes for employers. Learn how new tax credits, auto-enrollment rules, MEPs, and annuity options can benefit your business and employees.

Divorcing or divorced? Learn how the SECURE Act affects retirement accounts, inherited IRAs, trusts, annuities, and IRA contributions—plus key tax planning tips for protecting your financial future.

The SECURE Act and SECURE 2.0 have reshaped retirement planning. Learn how new RMD rules, catch-up contributions, 529 rollovers, and part-time worker eligibility could impact your financial future.