Understand recent changes to the law.
Estate planning with employee benefits can be complex and choosing the wrong beneficiary can have unanticipated and unintended consequences. The recent SECURE Act requires non-spouse beneficiaries to withdraw all assets from an inherited IRA or defined contribution plan by December 31 of the 10th year following the IRA owner's death. Exceptions to this include payments made to an eligible designated beneficiary. These beneficiaries can stretch payments over their life expectancy. This video reviews what you should look at when considering your beneficiary and discusses rollover options.
Agenda
Faculty
Judith A. Flory, Esq.
The Law Offices of Judith A. Flory, PLLC
- Attorney with The Law Offices of Judith A. Flory, PLLC
- Practices in the areas of estate planning, estate administration, taxation, business and corporate law, qualified retirement plans, employee benefit planning, and buying and selling businesses
- Frequently lectures on estate planning, estate taxation, closely held businesses and complex issues concerning the establishment of retirement plans and tax issues related thereto
- J.D. degree, cum laude, Albany Law School; B.A. degree in political science, cum laude, Siena College
- Can be contacted at 518-449-1421 or [email protected]
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