SECURE Act Affects Retirement Plan Beneficiaries

Posted on September 5, 2020 by Hawkins Elder Law.

Hawkins Elder Law provides an overview of SECURE Act’s possible impact on your beneficiaries and what you could do if you need to make a change to your estate plan in light of the new law.

Read More »

MARRIED IRA OWNERS SHOULD UPDATE ESTATE PLANS

Posted on February 8, 2020 by Hawkins Elder Law.

Married IRA owners should update estate plans to address SECURE Act changes to IRA taxation and new Indiana Medicaid policy. This article explains why.

Read More »

SECURE Act Changes Education Savings Plans

Posted on January 27, 2020 by Hawkins Elder Law.

This month we are exploring social problems threatened by the “Baby Boomer” generation’s looming retirement and how the SECURE Act offers tax incentives to help reduce those problems.

Read More »

SECURE ACT CHANGES TO IRAS

Posted on December 29, 2019 by Hawkins Elder Law.

SECURE Act changes to IRAs will affect you or someone you know in 2020. The ‘‘Setting Every Community Up for Retirement Enhancement Act of 2019’’ (SECURE Act) begins on page 604 of H. R. 1865, the 715-page Congressional appropriations bill that President Trump signed on December 20, 2019. This article highlights some SECURE Act provisions and suggests income tax planning strategies that may help some families reduce tax burdens.

Read More »

SECURE ACT IRA CHANGES – A MIXED BAG

Posted on May 29, 2019 by Hawkins Elder Law.

SECURE Act IRA changes may affect retirement planning strategies dramatically. On May 23, 2019, 417 members of the U.S. House of Representatives voted to change IRAs with the “SECURE Act” (Setting Every Community Up for Retirement Enhancement Act of 2019). If Congress and the White House agree on a bill, it will change the landscape for retirement contributions and required IRA withdrawals. This article describes some of the SECURE Act’s key aspects and an alternative U.S. Senate bill.

Read More »

Verified by MonsterInsights