In this episode, Connor Kelly, Estate Planning Attorney, clarifies some of the words and concepts that often leave families unsure about what their documents actually do and who is responsible for carrying out their wishes.
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On today’s show, we’ll follow-up on an earlier conversation about the SECURE Act’s impact on the Stretch IRA and talk about how the Senate’s plan (RESA) spells even greater doom for IRA owners with large balances. If you have a lot saved in an IRA and might pass it to a non-spouse beneficiary one day, this conversation better be on your radar.
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