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Best Practices for Fore! Trust Software by E is a document available to read on EtoBox.

What is Best Practices for Fore! Trust Software about?

The document discusses the changes to inheritance rules for retirement accounts under the SECURE Act and best practices for revising estate plans accordingly. Key points: - The SECURE Act eliminated stretch IRAs except for certain eligible designated beneficiaries like surviving spouses. Most non-spouse beneficiaries now must withdraw the entire balance within 10 years. - Estate plans may need revision, including beneficiary forms, wills/trusts containing IRA provisions, and potentially rethinking planni

Author

E

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EN