Articles on SECURE Act

Secure Act 2.0 By Jonathan D. Morton Federal Taxation, April 2022 On March 29, 2022, the United States House of Representatives passed the Securing a Strong Retirement Act of 2022, which makes significant changes to the initial SECURE Act that was enacted in 2019.
Beauty and the Beast: Spendthrift Trust Meets the SECURE Act By Curt W. Ferguson Trusts and Estates, April 2020 The SECURE Act, contrary to popular opinion, is not forcing us to choose between asset protection planning and income tax planning.

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