Category: IRA Retirement Trusts

SPECIAL REPORT: How the SECURE Act will Affect Your IRA’s and Retirement Plans

While offering certain incentives to enhance retirement savings, proposed legislation known as the SECURE Act (the “Act”) would severely limit the use of stretch IRAs and cause many individuals to…

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Niche Estate Planning, SNTs and Gun/NFA Trusts, pt. 3/5

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 3 of 5. This video focuses on niche-based strategies, including…

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Niche Estate Planning, IRA Trusts, Special Needs Trusts, pt. 2/5

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 2 of 5. This video focuses on niche-based strategies, including…

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