Podcast: Play in new window | DownloadSubscribe: RSS | MoreThe SECURE Act (remember that) has been around for one year now. To commemorate its first birthday, Brent and Rachel look back at the SECURE Act and how it has changed the landscape for designating a trust as a beneficiary on an IRA. Brent and Rachel … Continue reading Designating a Trust as the Beneficiary of an IRA in the Age of the SECURE ACT