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Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries

March 1, 2021 by edwardslawfirm

Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for IRAs and retirement plans can be particularly complicated, especially after the SECURE Act. This article focuses on beneficiaries who don’t fall under the standard 10-year payout of the SECURE Act. Read on to learn more.

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edwardslawfirm
For over three decades, Tom has assisted individuals, businesses and organizations with their legal management and legal services needs.With a burgeoning practice primarily devoted to estate planning, asset protection and trust and probate administration, The Edwards Law Firm, with Tom at its helm, has evolved in the last decade to include such vital elder law issues as Medicaid planning, VA planning, guardianship and more.
Latest posts by edwardslawfirm (see all)
  • Beneficiary Designations and the SECURE Act: Prior Designations - March 1, 2021
  • Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries - March 1, 2021
  • Top Reasons To Consult an Elder Law Attorney - December 6, 2016

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