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SECURE Act Quick Assessment Tool
(Updated May 8, 2020)

Articles, Articles 2020, Estate Planning, Roth IRAs, SECURE Act, Tax Planning, Trusts /

What is this? This Quick Assessment Tool can be used to get a generalized answer as to how to deal with the Setting Every Community Up for Retirement Enhancement (SECURE) Act effects on your IRA and Qualified Retirement Plan (“retirement plan”) accounts under your estate plan (“EP”). We still recommend that you review both the Secure Act Q&A and Secure Act Self-Assessment Tool / Full Discussion documents to better understand the issues and the most viable options in your situation.

SECURE Act Quick Assessment Tool
(Updated May 8, 2020) Read More »

SECURE Act Self-Assessment Tool / Full Discussion Version
(Updated May 8, 2020)

Articles, Articles 2020, Estate Planning, SECURE Act, Tax Planning /

As you are likely aware, Congress enacted legislation on December 20, 2019, commonly referred to as the Setting Every Community Up for Retirement Enhancement (SECURE) Act, that significantly changed the income taxation of retirement plan accounts, including Individual Retirement Accounts (“IRAs”) and Qualified Retirement Plans (“QPs”), after the death of the account owner/participant (“participant”).

SECURE Act Self-Assessment Tool / Full Discussion Version
(Updated May 8, 2020) Read More »

The Social Security Administration Keeps Us on Our Toes: Treatment of CARES Act Payments for SSI and Medicaid Beneficiaries; Nominating Representative Payees with the Social Security Administration

Blog, Blog 2020, Elder Law /

By Diane Weinberg Under the Coronavirus Aid, Relief and Economic Security (CARES) Act, every taxpayer who received income in 2018 and 2019 below a certain

The Social Security Administration Keeps Us on Our Toes: Treatment of CARES Act Payments for SSI and Medicaid Beneficiaries; Nominating Representative Payees with the Social Security Administration Read More »

Updated SECURE Act Q&A: What You Need to Know

Articles, Articles 2020, Estate Planning, Tax Planning, Trusts /

The SECURE Act was enacted on December 20, 2019 and is now the law. While its primary goal was to encourage people to save more for retirement, it also attempts to cover the tax shortfall that will be caused by the Act’s taxpayer-friendly provisions, and that is where the problems arise. In order to help make these rules and their impact on your estate plan easier to understand, we are providing the following Q&A.

Updated SECURE Act Q&A: What You Need to Know Read More »

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