SECURE Act: Docs,Trusts & Audio

The SECURE Act Documents & Audio

Items 1-10 of 11

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  1.    10-PAGE WRITTEN DETAILED EXPLANATION (With 10 Useful Examples and Many Practical Planning Tips): The SECURE Act: A Retirement Plan Distribution Game-Changer
    10-PAGE WRITTEN DETAILED EXPLANATION (With 10 Useful Examples and Many Practical Planning Tips): The SECURE Act: A Retirement Plan Distribution Game-Changer
    $19.00

    To assist you in understanding the SECURE Act, Mr. Siegel has written this expanded 10-page explanation which includes the following:  

    - Major Changes in Rules Allowing Stretch IRAs
    - The New Beneficiary Category – The Eligible Designated Beneficiary
    - Important Planning Note for Disabled and Chronically Ill Beneficiaries
    - Other Beneficiaries – Not Characterized as Eligible Designated Beneficiaries
    - Conduit Trusts
    - Accumulation Trusts
    - What Needs To Change?
    - Planning Alternatives

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  2. 5-PAGE WRITTEN GENERAL EXPLANATION:  The SECURE Act:  A Retirement Plan Distribution Game-Changer
    5-PAGE WRITTEN GENERAL EXPLANATION: The SECURE Act: A Retirement Plan Distribution Game-Changer
    $0.00

    FREE FORMS: In order to obtain this Free Form, please:
    1. click the above "Add To Cart"
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    The SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law on December 20, 2019, and is effective for deaths occurring in 2020 and beyond.  To assist you in understanding the SECURE Act, Mr. Siegel has written this useful 5-page explanation.
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  3. Irrevocable Lifetime Trust With Limited Power Of Appointment (15 Pages)
    Irrevocable Lifetime Trust With Limited Power Of Appointment (15 Pages)
    $59.00

    This is a Form of an irrevocable trust. It is intended to continue for the lifetime of the Beneficiary. The Beneficiary is given a lifetime general power of appointment to appoint the property to the Beneficiary’s Estate, and a special power to appoint the property to the Beneficiary’s child. In default of the Beneficiary’s exercise of this power, the remaining trust property passes outright to the child of the Beneficiary, unless a minor or legally incompetent, in which case the provision of paragraph 4 apply. The trustees are permitted to distribute income and principal to the Beneficiary at any time in accordance with an ascertainable standard – for health, education, maintenance and support. Liberal application of this standard could result in having the entire trust property distributed to the Beneficiary during lifetime, leaving no remainder for descendants.

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  4. Irrevocable Lifetime Trust With Limited Power Of Appointment And Crummey Power (15 Pages)
    Irrevocable Lifetime Trust With Limited Power Of Appointment And Crummey Power (15 Pages)
    $59.00

    This is a Form of an irrevocable trust. It is intended to continue for the lifetime of the Beneficiary. At the death of the Beneficiary, the Beneficiary is given a limited power of appointment to appoint the property as the Beneficiary wishes without requiring inclusion of the appointed property in the estate of the Beneficiary (a limited power of appointment). In default of the Beneficiary’s exercise of this power, the remaining trust property passes outright to the descendants of the Beneficiary, unless they are minors or legally incompetent, in which case the provision of paragraph 4 apply.  

    The trustees are permitted to distribute income and principal to the Beneficiary at any time in accordance with an ascertainable standard – for health, education, maintenance and support. Liberal application of this standard could result in having the entire trust property distributed to the Beneficiary during his or her lifetime, leaving no remainder for descendants.

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  5. SECURE Act 2.0 Twenty-Eight Key Changes (11-Page Document)
    SECURE Act 2.0 Twenty-Eight Key Changes (11-Page Document)
    $29.00

    Mr. Siegel clearly explains twenty-eight key changes that are included within SECURE Act 2.0 in this eleven page detailed written description.

    Included in the Consolidated Appropriations Act of 2023, signed on December 29, 2022, is the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0. The Act is very wide-ranging in its coverage. It expands coverage of more workers, provides opportunities for increasing retirement savings at low and high income levels, further defers the age at which required minimum distributions must occur, offers relief from excise taxes when various hardships occur, reduces penalties for insufficient plan withdrawals, allows greater protected savings for disabled persons, and much more.

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