Retirement Benefits

Non ILS subscribers can rent this recorded webinar on-demand. Since the SECURE Act arrived in December of 2019, planners have been awaiting regulations to clarify a variety of open issues. Proposed regulations were released in late…

This document is an analysis of the Proposed Regulations issued on February 23, 2022 for the SECURE Act prepared by the InterActive Legal Content Team.The memo is a preliminary guide to the Proposed Regulations meant to both explain the…

The SECURE Act has been in effect for more than a year and a half, and drafting options that comply with its terms have been in InterActive Legal drafting systems since January of last year. This webinar will revisit those options, covering…

Non ILS subscribers can rent this recorded webinar on-demand. The SECURE Act has been part of the estate planning landscape for more than a year, but some planners are understandably still considering how (or if) it impacts their clients.…

The Heckerling Institute on Estate Planning is the country’s largest and leading conference for estate planners, attorneys, trust officers, accountants, financial planners, insurance advisors and wealth management professionals. Jonathan G.…

The Internal Revenue Service (the "Service") issued the 2020 version of Publication 590-B "Distributions from Individual Retirement Arrangements (IRAs)" on March 25, 2021, to assist taxpayers with understanding how their retirement accounts…

The Secure Act changed how many clients should plan for and name beneficiaries of retirement assets.

In our April subscriber drafting webinar, we will review changes and enhancements that have been made to InterActive Legal practice systems over the past year.

The enactment of the SECURE Act late last year has been a hot topic among estate and financial planners for the past several weeks. Of most importance to those of us who draft estate planning documents is how the Act affects existing and…

How do the new fiduciary rules impact your life insurance recommendations? Ethical Considerations of NYS DFS Reg 187, FINRA Rule IM2210, New CFP Practice Standards and the UPIA Relating to “Decision Support Material” used by life insurance…