This post is part of our continuing series on beneficiary designations for retirement accounts after the Secure Act. As you may know, the Secure Act largely did away with the stretch distributions for most beneficiaries substituting instead a ten-year payout. There are exceptions to this and this can fundamentally change the choices we recommend for our clients. In this blog post, my friend Steve Hartnett, the Director of Education for the American Academy of Estate Planning Attorneys, explores some of these exceptions to the standard 10-year payout of the SECURE Act. Read on to learn more.
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Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
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