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Thought Leaders in a World of Canned Content


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CWG Insight Series: SECURE ACT Greatly Affects IRA Inheritance Planning

The SECURE ACT has eliminated the “stretch” provision as an option for most non-spouse beneficiaries of inherited retirement accounts. Replacing the “stretch” IRA (or stretch 401k), in many instances, is a new 10-Year Rule, which requires that an inherited retirement account be emptied by the end of the 10th year after the year of death. Before we move on to how it works now and why this is such a big change, prior to the SECURE ACT, let’s review how this did, and still does work in some instances.

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CWG Insight Series: Key CARES Act Provisions For All

Yesterday the House approved the CARES Act and the president signed it into law. This is the largest emergency relief program ever released by the government at whopping $2tillion. There are a vast array of provisions and not all of them will be applicable to you but it’s important to know what your options are should you face hardship due to the Coronavirus.

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