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SECURE Act New IRA Rules: Change Your Estate Plan – Forbes

SECURE Act New IRA Rules: Change Your Estate Plan – Forbes

It’s time to update your will or trust, if your estate includes IRAs and certain retirement benefits! The new SECURE Act and its IRA rule changes may make your current will or trust designations invalid or obsolete.  This article from Forbes sheds some light on the new law:  https://www.forbes.com/sites/martinshenkman/2019/12/25/secure-act-new-ira-rules-change-your-estate-plan/