Stretch Out IRA Distributions, Even Without ‘Stretch’ IRA November 25, 2020 Bill O’Leary, Esq. Asset Protection, Elder Law, Estate Planning The SECURE Act killed the stretch IRA but instead of mourning, advisors can help clients make up the loss. Read More
How Does the SECURE Act Change Your Estate Plan? January 17, 2020 Bill O’Leary, Esq. Estate Planning These changes are so significant that every such plan holders should review their wishes and how their estate plans may be affected. Read More