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Estate planning with retirement accounts under the new SECURE Act (access required)

By Charlie Davis and Chalk Broughton The Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act), signed into law by President Trump and became effective Jan. 1, has significantly altered the estate planning landscape for qualified retirement accounts, including, but not limited to, Individual Retirement Accounts (IRAs), 401(k)s, 403(b)s, 457(b)s, and Roth ...

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