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Exempt Status of Retirement Plan Distributions | SECURE Act
Episode 173

Exempt Status of Retirement Plan Distributions | SECURE Act

ACTEC Trust & Estate Talk · © 2021 The American College of Trust and Estate Counsel

October 12, 202113m 21s

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Show Notes

Florida lawyers discuss strategies for preserving inherited retirement plan assets and address uncertainties related to state laws and the SECURE Act.

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.