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SECURE Act Documents

The SECURE Act Documents

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10-PAGE WRITTEN DETAILED EXPLANATION (With 10 Useful Examples and Many Practical Planning Tips): The SECURE Act: A Retirement Plan Distribution Game-Changer
$ 19.00

To assist you in understanding the SECURE Act, Mr. Siegel has written this expanded 10-page explanation which includes the following:  

- Major Changes in Rules Allowing Stretch IRAs
- The New Beneficiary Category – The Eligible Designated Beneficiary
- Important Planning Note for Disabled and Chronically Ill Beneficiaries
- Other Beneficiaries – Not Characterized as Eligible Designated Beneficiaries
- Conduit Trusts
- Accumulation Trusts
- What Needs To Change?
- Planning Alternatives

FORM: The SECURE Act: Special Retirement Plan Disposition Clause For Separate Shares For Inclusion In A Will Or Trust: Separate Handling Of Retirement Plan Distributions In Separate Shares For Beneficiaries In Sub-Trusts Which May Be "Stretched-Out"
$ 69.00

Note: As the result of the SECURE Act, there are separate provisions required for beneficiaries who are minor children of the grantor/testator, disabled beneficiaries, chronically ill beneficiaries, beneficiaries who are less than 10 years younger than the grantor/testator, and all other beneficiaries, whether related to the grantor/testator (such as grandchildren) or not.

5-PAGE WRITTEN GENERAL EXPLANATION: The SECURE Act: A Retirement Plan Distribution Game-Changer
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The SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law on December 20, 2019, and is effective for deaths occurring in 2020 and beyond.  To assist you in understanding the SECURE Act, Mr. Siegel has written this useful 5-page explanation.
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