Problems with Beneficiary Designations Part 3 — Usually They Take Precedence Over Your Estate Planning Documents, But Sometimes They Don’t
SECURE 2.0: The Biggest Changes for Retirement Savings in 15 Years! January 13, 2023 by Evan H Farr, CELA, CAP Q. I heard that SECURE 2.0 was recently passed. It supposedly has provisions that make it easier to set aside money for unexpected emergency expenses. I also heard that it will not only help people avoid a short-term money … [Read more...]