After the SECURE Act, most IRA beneficiaries are required to withdraw the balance of the account within 10 years after the owner’s death. The details
Author: Brent Nelson
I am an estate planning and tax partner at Rimon, P.C. I write and speak on those topics, aside from my full time practice. Enjoy the blog and the podcast, follow me on Twitter or LinkedIn, and find me on my firm website https://rimonlaw.com/team/brent-nelson.
Episode 11: Mom Died, Now What?
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Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreWant to know what happens after a loved one dies? Brent
Episode 10: Asset Protection (Part 2)
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Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreWe continue our conversation with Isaac Rothschild on Asset Protection planning
Episode 9: Asset Protection (Part 1)
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Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreIsaac Rothschild joins Brent Nelson and Rachel Sass to talk about
Other Tax-Saving Moves in a Low Interest/Value Time
We are living in a difficult moment. Businesses, families, and individuals are struggling because of the COVID-19 pandemic. And, the struggles are largely not anyone’s
Episode 8: Electronic Wills
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Podcast: Play in new window | DownloadSubscribe: Android | Google Podcasts | RSS | MoreJenna Rubin joins Brent Nelson and Rachel Sass to talk about