Episodes
If you have a specific subject on your mind, you can use our complete episode index, organized by topic, to find the conversation you're looking for.
Align Your Legacy with the SECURE Act's 10-Year Rule
n Episode 10 of Retirement Tax Matters we tackle one of the most significant change to legacy planning in decades: the elimination of the Stretch IRA by the SECURE Act. Although this legislation took effect in 2020, its importance may have been easily missed in our fast-moving world, and new retirees are being reminded of its consequences.