SML Planning Minute
SML Planning Minute
Security Mutual Life Advanced Markets Team
Estate Planning for 2020 and Beyond
11 minutes Posted Jan 21, 2020 at 4:46 pm.
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Estate Planning for 2020 and Beyond
























Episode 56 - The SECURE Act and final anti-clawback regulations impact estate planning for wealthier individuals. The Stretch IRA is eliminated, and there will be no clawback of the basic estate and gift tax exclusion amount. Here are some things you need to know and potential solutions. Learn more in today’s podcast.

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