Beyond the Policy Ep7 Your Estate Plan is Obsolete: SECURE Act Changes & the 10-Year Rule Tax Bomb
Автор: Gruene Insurance Group
Загружено: 2025-08-26
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🎙️ Beyond the Policy Ep. 7
💼 Your Estate Plan is Obsolete: SECURE Act Changes & the 10-Year Rule Tax Bomb
Our longest episode yet!
The SECURE Act (2019), SECURE 2.0 (2022), and new IRS regulations have rewritten the rules on retirement and estate planning. From the elimination of Stretch IRAs to the 10-year withdrawal rule and updated RMD requirements, your old estate plan may now come with hidden tax traps for your heirs.
👉 If your trust or beneficiary designations were set up before 2020, it’s time for a review. Don’t let outdated planning cause surprise taxes, penalties, or misdirected inheritances.
🔗 Tune in now to learn what’s changed and how to protect your legacy.
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