Beth Blecker's New Vlog
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Extended Rollover Deadlines Explained
The IRA and plan rollover rules have been in constant flux this year. Do you have questions? We have answers.
SECURE Act’s 10-Year Rule Brings New Planning Opportunities
By now, most IRA owners have heard the bad news. The SECURE Act eliminates the stretch IRA for the majority of beneficiaries who inherit in 2020 or later. Instead, for most, a 10-year payout rule will apply. Here is how this new rule works and how, for some beneficiaries, there may be new planning opportunities available.
It Isn’t Black or White
This isn’t a question of putting money before life. This is a question of loosing everything we have spent years building instead of compromising.
Beth Blecker's New Vlog-Beneficiary Designations
What to never set and forget!
Beth Blecker's New Vlog - Do You Have Your Estate Planning Documents?
In uncertain times like these, it is very important to know what documents you have and let your family know how to access them if needed.