![]() ![]() The SECURE Act is intended to make it easier for a broad range of individuals to save for retirement and includes several taxpayer friendly provisions. The Setting Every Community Up for Retirement Enhancement Act (the “SECURE Act”) was enacted on December 20, 2019, as part of a major appropriations bill. 2)Ĭlients should review their estate planning strategy and contact their Blank Rome attorney as soon as possible to determine if any revisions are necessary or advisable to account for the recently enacted SECURE Act, particularly if any beneficiary (primary or contingent) of their qualified retirement accounts is a trust. ![]() Tax, Benefits, and Private Client January 2020 (No. ![]()
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