Estate Planning for 2020 and Beyond

Estate Planning for 2020 and Beyond Episode 56 - The SECURE Act and final anti-clawback regulations impact estate planning for wealthier individuals. The Stretch IRA is eliminated, and there will be no clawback of the basic estate and gift tax exclusion amount. Here are some things you need to know and potential solutions. Learn more in today’s podcast. More SML Planning Minute Podcast Episodes Download The Flyer for More Information Listen to Episode 53 - What You Need to Know About the SECURE Act and Your Retirement Savings Listen to Episode 54 - How the SECURE Act Affects Employer-Sponsored Plans SubscribeApple PodcastsGoogle PodcastsSpotifyTuneInAndroidStitcherDeezerby EmailRSSMore Subscribe Options