rakendzior
Member
This Act, signed by President Trump this past December, included several important additions and modifications to existing retirement planning code sections.
For example, it changed the age when you MUST start taking money out of your income tax deferred retirement accounts. It gave retirement plan providers the opportunity to include annuities in their choice of ‘investment’ alternatives for plan participants.
What are less well known and not yet fully understood are the changes that will happen after you die. The title above implies there are significant changes that will influence how you designate what happens to your money after you die and how your beneficiaries will have access to it.
Today, January 29[SUP]th[/SUP], I received the following from the law firm of John J. Giamarco, J.D.,LL.M. I’ve been on his mailing list for many years and have always welcomed his insights and thoughts when it comes to trusts and estate planning. Read it HERE.
For example, it changed the age when you MUST start taking money out of your income tax deferred retirement accounts. It gave retirement plan providers the opportunity to include annuities in their choice of ‘investment’ alternatives for plan participants.
What are less well known and not yet fully understood are the changes that will happen after you die. The title above implies there are significant changes that will influence how you designate what happens to your money after you die and how your beneficiaries will have access to it.
Today, January 29[SUP]th[/SUP], I received the following from the law firm of John J. Giamarco, J.D.,LL.M. I’ve been on his mailing list for many years and have always welcomed his insights and thoughts when it comes to trusts and estate planning. Read it HERE.
