Is the Secure Act Good or Bad for Trusteed IRAs?
Here’s a look at what a trusteed IRA is and why it was a “dream product” until the Secure Act came along.
Natalie Choate
Natalie Choate is a lawyer in Wellesley, Massachusetts, who concentrates in estate planning for retirement benefits. Her book, Life and Death Planning for Retirement Benefits, is a leading resource for professionals in this field. The views expressed in this article do not necessarily reflect the views of Morningstar.
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