Tax-Smart Alternatives to the ‘Stretch IRA’ strategy

Cailin MacLean |
Emerald GEMs

July 27, 2021—The SECURE Act, which went into effect in 2020, severely curtailed the “stretch IRA” as an estate planning strategy. Previously, a beneficiary could extend IRA distributions over his or her lifetime. Now, an heir must withdraw all assets within 10 years of inheriting the account, which can present major tax consequences.

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Episode 37: 5G—Mixed Signals

Tony Roth |
Capital Considerations with Tony Roth

July 21—The rise of 5G—all the rage in commercials and conversations—ranges from internet infrastructure safety and the increased use of smart cars to the cost of the next iPhone. But when we take a step back from the chatter, exactly what changes are we eagerly awaiting? Muriel Médard, an information theorist and electrical engineer, and the Cecil H.

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How to Select the Right Trustee for Your Trust

Jeffrey C. Wolken |
Emerald GEMs

July 13, 2021—When creating a trust, the first decision is likely to be the most important one—choosing a trustee. Should it be a friend, family member, spouse, or a corporate trustee? The decision-making process involves several considerations to find the best fit. In today’s podcast, National Director of Delaware Trust Planning Jeff Wolken reviews the duties and responsibilities of a trustee to help you select one that is most appropriate for your situation.

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