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SECURE Act brings changes for inherited accounts

  • January 27, 2020

The SECURE Act changed the rules for inherited retirement accounts by stipulating that many beneficiaries will have only 10 years to withdraw all of the funds. "We'll be looking at beneficiary designations in greater detail, particularly those who are leaving retirement accounts directly to children or non-spouse beneficiaries and to trusts for the benefit of children," said Oscar Vives Ortiz, CPA/PFS. Continue Reading

Tips for successfully managing special needs trusts

  • August 27, 2019

Special needs trusts are a valuable planning tool for families that include a person with a disability. Here are tips for successfully managing this kind of trust by coordinating a team of professionals, planning for the future and helping clients navigate public benefits. Continue Reading