SECURE Act

Gifting Strategies with Doubled Exemptions

Topics: Best interest, Regulation, SEC, SECURE Act

March 12, 2020 Gifting Under the TCJA: Seize the Increased Basic Exclusion Amount In this Tax Adviser piece, Deloitte Tax’s Alex Brosseau discusses strategies to take advantage of the temporarily-doubled estate and gift tax exemptions. He walks through several examples to deliver value for clients—including gifts to grantor trusts and donations to 529 plans. Read...

SECURE Act Expands Opportunities for “Open MEP” 401(k) Plans

Topics: SECURE Act

The WRMarketplace is created exclusively for AALU members by experts at Troutman Sanders and the AALU staff. WR Marketplace #20-05 was written by Jim Earle, Constance Brewster, and Chris Stock. The AALU WR Newswire and WR Marketplace are published by the AALU as part of the Essential Wisdom Series, the trusted source of actionable technical...

The SECURE Act Is Here, Now What Do We Do? 

Topics: SECURE Act

The WRMarketplace is created exclusively for AALU members by experts at Troutman Sanders and the AALU staff. WRMarketplace #20-03 was written by Jim Earle, Constance Brewster, and Chris Stock. The AALU WR Newswire and WR Marketplace are published by the AALU as part of the Essential Wisdom Series, the trusted source of actionable technical and...

Legacy and Retirement Planning Considerations After the SECURE Act

Topics: SECURE Act

The WRMarketplace is created exclusively for AALU members by experts at Baker Hostetler LLP and the AALU staff, led by Jonathan M. Forster, Partner, Rebecca S. Manicone, Partner, and Carmela T. Montesano, Partner. WR Marketplace #20-02 was written by Michael P. Vito, Counsel, and John F. DeStefano, Associate, Baker & Hostetler LLP. The AALU WR…

Post-SECURE Act Strategies

Topics: SECURE Act

January 16, 2020 IRA Strategy after the SECURE Act This Think Advisor piece discusses key SECURE Act changes that advisors should be aware of to ensure clients are maximizing value in their retirement and estate planning strategies. Read more >> Adjusting to the SECURE Act’s New 10-Year Rule for Stretch IRAs This analysis discusses what...

CEO Thank You Letter on the Passage of the SECURE Act – House

Topics: SECURE Act

January 16, 2020 The Honorable Nancy Pelosi Speaker of the House U.S. House of Representatives H-232, The Capitol Washington, D.C. 205105 The Honorable Kevin McCarthy Minority Leader U.S. House of Representatives H-204, The Capitol Washington, D.C. 20515 Dear Speaker Pelosi and Minority Leader McCarthy, We, the undersigned presidents, chief executive officers and chairs would like…

CEO Thank You Letter on the Passage of the SECURE Act – Senate

Topics: SECURE Act

January 16, 2020 The Honorable Mitch McConnell Majority Leader United States Senate S-230, The Capitol Washington, D.C. 20510 The Honorable Chuck Schumer Democratic Leader United States Senate S-221, The Capitol Washington, D.C. 20510 Dear Majority Leader McConnell and Minority Leader Schumer, We, the undersigned presidents, chief executive officers and chairs would like to thank you…

SECURE Act Planning Opportunities & More

Topics: SECURE Act

January 2, 2020 REMINDER: The SECURE Act passed in December; Read About the Changes Coming Read about changes brought about by the SECURE Act in this article by AALU counsel, Troutman Sanders. Look for upcoming WR Marketplace analysis with more in-depth coverage of planning opportunities under the SECURE Act. How the SECURE Act Impacts Wealth…