27 Trusts-#8 IRA Trusts with Wayne Zell
In this video blog, Wayne Zell summarizes the benefits and importance of IRA Beneficiary Trusts, particularly in light of changes made under the SECURE Act.
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SECURE Act Changes Estate Planning for Retirement Assets
As my July 9th blog and December 21, 2019 blog indicated, the SECURE Act will negatively impact the ability to stretch IRA benefits in the future. For example, many of…
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SPECIAL REPORT: How the SECURE Act will Affect Your IRA’s and Retirement Plans
While offering certain incentives to enhance retirement savings, proposed legislation known as the SECURE Act (the “Act”) would severely limit the use of stretch IRAs and cause many individuals to…
Read MoreNiche Estate Planning, SNTs and Gun/NFA Trusts, pt. 3/5
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 3 of 5. This video focuses on niche-based strategies, including…
Read MoreNiche Estate Planning, IRA Trusts, Special Needs Trusts, pt. 2/5
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 2 of 5. This video focuses on niche-based strategies, including…
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