Secure Act 2.0By Jonathan D. MortonFederal Taxation, April 2022On 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 ActBy Curt W. FergusonTrusts and Estates, April 2020The SECURE Act, contrary to popular opinion, is not forcing us to choose between asset protection planning and income tax planning.
